TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a trust. Read on to learn more.
The recent tax law temporarily doubled the estate tax exemption. That doesn’t mean there’s no need for estate planning. Estate plans consider many important aspects, not just estate taxes. This article examines some of the many considerations besides estate taxes.
Over the years, I have received many questions from clients and others regarding probate matters. A common question is, “What will happen if my spouse dies with a will executed prior to our marriage?” The answer to this question depends on a number of factors. However, if your spouse executed a will prior to marriage, […]