Woman and Their Role as Financial Decision Makers
Women are a large part of the workforce. They are often times directly involved in their households’ investment and financial decisions.
Probate Avoidance and the Revocable Living Trust
Probate can be public, time consuming, and expensive. But, it can also be easily avoided when the proper steps are taken.
Tax and Estate Strategies: What is a GRAT and Do You Need One?
While Grantor Retained Annuity Trusts (GRAT) can seem complex to some, they can really be simple when broken down. Because GRATs have the potential to provide significant tax benefits when interest rates are low, today’s interest rate environment may provide a good opportunity.
What If Something Happens To You Tomorrow?
Incapacity can befall anyone at any time. The best way to protect your family and assets in the event that disability strikes is to take the necessary steps when there is no doubt that you are fully capable of acting on your own behalf.
The SECURE Act & Your Estate Plan
The rules regarding withdrawals from inherited IRAs dramatically changed for IRA beneficiaries with the SECURE Act, passed just before 2020.
Can a Trust Protect Your Child’s Inheritance?
A common estate plan might provide that upon your death, your assets will be distributed to your children. While that has the benefit of being simple, there can be risks.
Estate Planning Report – May/June 2021
Our May/June 2021 Estate Planning Report is now available! Included is the feature article "DAF Notes". Also featured are Cases & Rulings and Washington Talk, a discussion of hot topics in the nation's capital.
Is it Time to Revisit Your Estate Plan?
When was the last time you reviewed your estate plan? If you haven’t reviewed your plan since the day you originally signed documents at your attorney’s office, you’re not alone.
Estate Planning for Digital Assets
In today’s digital world, almost everyone has online accounts. Have you thought about what will happen to these assets when you're gone?
Talking to Children About Inheritance
You’ve worked hard to accumulate an estate that you hope to pass onto your children, but have you talked to them about it?