Gifts to Children

4 Tips for Creating an Estate Plan that Works!

Posted on: July 13th, 2017
In a study conducted by in 2015, only 56% of American households had a will or a living trust. While most of us understand the importance of having a will in place, especially in seeing to the needs of a young family, there is still an unexplained resistance to attending to legal matters to assure that family affairs are in order....

Caution: Writing Your Own Deed to Avoid Probate Can Lead to Unintended Consequences

Posted on: May 21st, 2015
Many people believe that they do not need to pay an attorney to help them prepare and record deeds. Instead, they think that a deed form can simply be downloaded from the internet or obtained from a book, and that they can easily fill them out and record them....

Does Your Estate Plan Protect Your Adult Beneficiaries?

Posted on: May 13th, 2015
If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again....

Who’s Going to Get It: Do You Really Know the Beneficiaries of Your Dynasty Trust?

Posted on: March 26th, 2015
Today many estate plans contain irrevocable dynasty trusts that will continue for the benefit of a spouse’s lifetime and then for the benefit of several generations. Since these trusts are designed to span multiple decades, it is important that they clearly define who will be included as trust beneficiaries at each generation....

Year End Estate Planning Tip – Make Gifts that Your Family Will Love but the IRS Won’t Tax

Posted on: December 26th, 2014
Don’t let the chaos of the holiday season prevent you from avoiding federal gift tax by making “annual exclusion” gifts, medical payments gifts, and educational gifts....

What if Treating Your Children Fairly Means Unequal Inheritances?

Posted on: July 10th, 2014
When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However, sometimes being fair or doing what’s right by your children may not mean equal or the same inheritances....
Posts: 1 2 All