News & Analysis as of September 19, 2024

Estate Planning › Jointly-Owned Property

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

Don't Forget Asset Ownership When Evaluating Your Estate Plan

Conn Kavanaugh on 10/30/2019

So, you’ve signed your estate planning documents. Nice work. But don’t forget that just having a Will and Trust is not enough. How you own your assets is an essential part of the equation, and should be reviewed to ensure...more

What Is Federal Estate Tax?

Burns & Levinson LLP on 8/5/2019

The federal estate tax (sometimes called the death tax) is a one-time tax that is imposed at death. If you die with a certain dollar amount of assets, an estate tax return may be required and a tax may be due. If a return is...more

Appellate Court Notes

Pullman & Comley, LLC on 5/9/2016

Appellate Court Advance Release Opinions: AC36842 - Antonucci v. Antonucci - In this divorce action, the parties had been married for twenty-five years and had two adult children, and had comparable incomes of about...more

Estate Planning Pitfall: You jointly own property with a family member

Adler Pollock & Sheehan P.C. on 10/9/2015

A common estate planning mistake that many people make is to own property jointly with a child or other family member. True, adding a loved one to the title of your home, bank account or other property can be a simple...more

Insight on Estate Planning - October/November 2015

Adler Pollock & Sheehan P.C. on 10/5/2015

In This Issue: - The net investment income tax and your estate plan: How one affects the other - Use a noncharitable purpose trust to achieve a variety of goals - Addressing adopted children or stepchildren in your...more

"The Estate Planner" – May/June 2014

Shumaker, Loop & Kendrick, LLP on 5/9/2014

In this issue: - Valuing LLC Interests: How To Lose In Tax Court - Should You Keep Your Trust A Secret? - Effort – A “Stretch IRA” Can Maximize Your IRA’s Benefits - Estate Planning Red Flag – You...more

What Are the House Ownership Options When Parents and Adult Children Live Together?

Chambliss, Bahner & Stophel, P.C. on 3/11/2014

Increasingly, several generations of American families are living together. According to a Pew Research Center analysis of U.S. Census data, more than 50 million Americans, or almost 17 percent of the population, live in...more

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