#EstateTax
August 21, 2024
Questions to Ask When Hiring a Fiduciary
Estate planning is essential, even if you’re single. It’s all about laying out your wishes for handling your money, property, and medical…
January 29, 2024
Considerations to Maintaining Control While Giving Away Your Money with a Grantor Retained Interest
Are you at or nearing the estate tax threshold and own a home, other property, or accounts that could appreciate in the…
January 26, 2024
Dispelling Myths and Answering FAQs in Estate Planning: A Guide to Smart Wealth Management
As an experienced Estate Planning Attorney, I often encounter misconceptions and questions regarding the process of wealth transfer and tax planning. One…
January 15, 2024
Maximizing Your Legacy: Smart Estate Planning Strategies for High Net Worth Individuals
As an Estate Planning and Administration attorney, I understand the value of hard work and the desire to share your success with…
January 9, 2024
Exploring Qualified Personal Residence Trusts: A Key Estate Planning Strategy
In recent years, American estates have benefited from high estate tax exemption rates, sparing many from complex estate planning tactics to dodge…