Month: January 2015
January 30, 2015
How Powers of Appointment Can Improve Your Trus
Today many estate plans contain trusts that will continue for the benefit of a spouse’s lifetime and then for the benefit of…
January 23, 2015
The Wrong Successor Trustee Can Derail Your Final Wishes
Today many estate plans contain irrevocable trusts that will continue for the benefit of a surviving spouse’s lifetime and then for the…
January 16, 2015
Make an Achievable 2015 New Year’s Resolution – Get an Estate Plan Checkup!
With 2015 right around the corner, it’s time to start thinking about your new year’s resolutions. It doesn’t matter whether you have…
January 9, 2015
4 Tips for Avoiding a Will or Trust Contest
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with…
January 2, 2015
Time is Running Out for Certain Estates to Make the Federal Portability Election
As a result of a 2010 tax law, a surviving spouse can receive his or her deceased spouse’s unused estate tax exemption….
