News

  • All
  • Articles
  • Blog
  • News Releases
IRS Issues “Anti-Abuse” Clawback Proposed Regulations: Important for Those Attempting to Utilize the Temporarily Doubled Basic Exclusion Amount

IRS Issues “Anti-Abuse” Clawback Proposed Regulations: Important for Those Attempting to Utilize the Temporarily Doubled Basic Exclusion Amount

As we discussed in several prior Newsletters, the 2017 Tax Act temporarily doubled the exemption from the Estate and Gift Taxes, known as the Basic …

Read More →

Estate Planning: Protecting Your Interests with a Living Trust

When working through the estate planning process, it may be prudent to consider a Revocable Living Trust (RLT), also known as a living trust or …

Read More →

Q&A with Loraine: Distribution of Jointly Owned Property

Question: How is the distribution of joint property handled when a married couple have separate wills but own assets together? I understand that assets that …

Read More →

Q&A with Loraine: Transfer of Property Deed

Question: Dad wants me to sell his house when he passes but my stepmom is on the deed. He is still alive and I have …

Read More →

If You Have Estate Planning Documentation, Do You Still Need a Living Trust?

One question that comes up frequently is whether you need a Revocable Living Trust (RLT) – or Living Trust – if you already have a …

Read More →

Q&A with Loraine: Lot in Deceased’s Name

Question: Who is entitled to a lot not listed in my deceased husband’s will? Loraine’s Answer: Please accept my condolences on the loss of your …

Read More →

Q&A with Loraine: Putting Car in My Name

Question: My father recently died with an outstanding title loan on his car. I used my own money to pay off the title loan, do …

Read More →
Estate Planning Related Tax Laws: Where Are We Now?

Estate Planning Related Tax Laws: Where Are We Now?

A. Proposed Tax Legislation As you are likely already aware, 2021 was the year of almost massive tax law changes, especially in the estate planning …

Read More →

Request a Consultation

Estate Planning Services

Categories
Scroll to Top

This website uses cookies to ensure you get the best experience on our website.