Tag Archives: Minor Children

Your Estate Planning Goals

> Estate planning is about much more than just who will receive your assets after death. > Proper estate planning can reduce the cost, time and likelihood of conflict when your assets are to be transferred to your loved ones. … more

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The Empty Trust

POWER POINTS > The end of the year presents a great opportunity to review your estate plan, your newly acquired assets and the funding of your Trust. > An unfunded Trust fails to take advantage of one of the greatest … more

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The Crummey Notice Requirement – What is the Point and When is it Necessary?

One of the primary techniques used to reduce a person’s taxable estate is making gifts during his or her life to other individuals, usually children or grandchildren, using the annual gift tax exemption ($14,000 in 2017). An individual can make … more

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The Importance of Funding Your Trust

> It is important to revisit your estate plan from time to time to ensure that it accurately reflects your wishes for your family and assets.   > An unfunded Trust fails to take advantage of one of the greatest … more

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David Bowie’s $100 Million Estate

> While estate taxes cannot always be avoided, they can be minimized through proper planning. > Privacy and probate avoidance can benefit estates of all sizes, not just celebrity estates. > If specific funeral wishes are important, they should be … more

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Spectrum of Withdrawal Limitations

> Trusts allow for withdrawal limitations ranging from common to creative. > Overly-specific requirements may burden the family and trustee and be struck down if they violate public policy. > Understanding and anticipating the practical administration of the estate prior … more

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The Empty Trust

POWER POINTS + The end of the year presents a great opportunity to review your estate plan, your newly acquired assets and the funding of your Trust. + An unfunded Trust fails to take advantage of one of the greatest … more

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Your Estate Planning Goals

POWER POINTS + Estate planning is about much more than just who will receive your assets after death. + Proper estate planning can reduce the cost, time and likelihood of conflict when your assets are to be transferred to your … more

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Robin Williams Understood the Importance of Estate Planning

POWER POINTS + Your estate plan can remain private and avoid court involvement when drafted and maintained properly. + Have an ongoing relationship with your advisor; a proper estate plan is not something you should stick in the closet and … more

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The Costs of Procrastinating on Your Estate Planning

POWER POINTS: Estate planning encompasses more than just taxes and asset distribution. Failing to make your wishes known through legal documents increases the likelihood of unnecessary family conflict, costs and delays. Having a proper estate plan ensures efficient estate administration. … more

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