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A unique aspect of estate planning that can often be overlooked is your boat and/or watercraft. These vessels bring you joy and unforgettable memories, but they also warrant special attention when it comes to safeguarding your legacy as part of your comprehensive estate plan.
Being self-employed is no easy task. Working together, we can craft a comprehensive estate plan that will help you address three important concerns you may have.
A flawed estate plan has the potential to breed conflict, mistrust, and financial turmoil among your beneficiaries in several ways.
When it comes to your family’s legacy, every dollar you can save from taxation counts. Community Property Trust Tax Savings is no exception:
Digital accounts such as PayPal, Venmo, and Apple Pay must be considered in your estate plan process. Find out how to avoid complications:
Taxes are not just for individuals—they can impact certain types of trusts as well. Whether a trust pays its own taxes or whether the taxes are paid by the trust’s beneficiaries or the trustmaker depends on several factors.
When establishing a trust, it is customary to designate oneself as the initial trustee with full administrative responsibilities, but for future contingencies such as illness or death, it can be beneficial to allocate the duties among multiple successor trustees.
When an individual owns a business entity that is classified either entirely or partially as an S corporation, it is important to seek the guidance of an experienced estate planning attorney and tax advisor when planning for death.
An individual’s belongings—such as jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan. However, getting rid of a book collection without first assessing it could be a mistake.
There are several proposals in the Greenbook that are meant to help alleviate some of the complications that have arisen in estate and trust tax matters and simplify the process.
