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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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
