Blog Posts in Estate Planning

Collaborative Practice for Estate Planning and Trust Administration provides the means of resolving familial conflicts without involving the legal system and protracted litigation. Instead, these ...

December 13, 2016 marked the end of a 23 year-long period where mentally fit individuals where barred from establishing their own special needs trusts. The Special Needs Trust Fairness Act, part of ...

Last month's election of Donald Trump and Republican majorities in both our Senate and our House of Representatives have raised a number of significant financial uncertainties for some Americans-- ...

Portability was added to the Job Creation Act of 2010 to allow the estate of a decedent who is survived by a spouse to make a “portability election” to allow the surviving spouse to apply the Deceased ...

Estate planning requires special attention in a second marriage when one of the spouses has more assets than the other. One of the tools to help couples in this situation is the QTIP Trust or ...

For married couples, understanding how the marital deduction works is very important for tax and estate planning. The marital deduction provides for unlimited tax-free transfers between spouses during ...