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What Happens when Homeowner Dies without Will?

How do we move into probate, so we do not lose the house and bank accounts, while not killing ourselves in the process?

Posted on: April 26, 2021

Should I Name a Living Trust Beneficiary of a Roth IRA?

Can a living trust be the beneficiary of a Roth IRA?

Posted on: April 23, 2021

What Could Proposed Estate Tax Bill Mean to You?

The For the 99.5% Act reduces the estate tax exemption to $3.5 million per individual and $7 million per couple. The bill adds higher tax brackets for larger estates.

Posted on: April 22, 2021

Have Estate Planning Conversations with Aging Parents

Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by the financial services company HSBC.

Posted on: April 21, 2021

Why Do I Need a Will?

A will is a legal document, governed by the laws of each state, written to guarantee that your possessions will be left upon your death to the people or organizations you specify.

Posted on: April 20, 2021

What Is Fair in a Second Marriage and Estate Planning?

If you are planning to take another walk down the aisle, it is critical to take the time to review and revise your estate plan, especially if meaningful assets and debts are being brought into the marriage.

Posted on: April 19, 2021

Should a Trust Be Part of My Estate Plan?

What are the advantages of putting assets into a trust?

Posted on: April 16, 2021

What Paperwork Is Needed after Someone Dies?

While the tasks of dealing with an estate after someone passes may be simple administration, the work associated with it is often quite complicated.

Posted on: April 15, 2021

What Qualifies as a Qualified Charitable Distribution?

Qualified Charitable Distributions, which allow Individual Retirement Account holders in their 70s and older to divert some of their federally taxable required distributions to charity while reducing their federally taxable income, are back after a 2020 hiatus.

Posted on: April 14, 2021