News & Analysis as of September 20, 2024

Estate Tax

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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 -

The Importance of Estate Planning

Rivkin Radler LLP on 1/19/2024

When we think about making plans to secure our future, generally the discussions revolve around education, career, family, and finances. Creating a comprehensive estate plan, including effective advanced directives, can elude...more

No Time Like the Present: Address Top Estate Planning Priorities Today

Adler Pollock & Sheehan P.C. on 12/19/2023

When it comes to estate planning, consider taking a page out of the Boy Scouts Handbook: Be prepared. The last thing you want is for your family to be scrambling to pick up the pieces after your death. Of course, you’ll need...more

Estate Planning Resolutions for 2020

Ward and Smith, P.A. on 1/3/2020

The holiday season has come and gone, and it's hard to believe that we are on the brink of a new year and decade. For many of us, the start of a new year can be a time of empty commitment to self-betterment....more

Top 10 Estate Planning Mistakes & How to Avoid Making Them

Ward and Smith, P.A. on 6/13/2019

As estate planners, we have seen it all over the years. What we have learned is that people make some common mistakes. Whether due to procrastination, lack of follow through, or ignoring their own mortality! This article...more

Estate Planning Resolutions for 2019

Ward and Smith, P.A. on 12/21/2018

The holiday season soon will have come and gone. For many of us, the start of a new year can be a time of empty commitment to self-improvement. Meaningful resolutions are often made but are rarely kept. Instead of...more

Estate Planning Considerations When You Move to a New State

Smith Debnam Narron Drake Saintsing & Myers,... on 6/13/2018

There is a lot to think about when you relocate to a new state – things to pack, people to inform, and paperwork to fill out. The list can be long and sometimes in the hustle and bustle, things can get overlooked… important...more

Estate Planning Resolutions for 2018

Ward and Smith, P.A. on 1/2/2018

Another holiday season will have come and gone before we know it. For many, the start of 2018 will be a time of empty commitment to self-improvement because meaningful New Year's resolutions are frequently made but rarely...more

Year end is an ideal time to review your estate plan

Adler Pollock & Sheehan P.C. on 12/6/2017

As of this writing, it’s still anybody’s guess as to whether Congress will enact major tax reform legislation affecting federal gift and estate taxes. This situation casts a large shadow over estate planning at the end of...more

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