There are intestacy rules of succession in place that would hold sway if you were... [Read more...]
Is Inheritance Received From Spouse Taxable?
There is an estate tax on the federal level that is poised to consume a... [Read more...]
Estate Planning: Be Alert as Circumstances Change
Anyone who takes financial planning seriously knows that you must adjust to ever-changing market conditions.... [Read more...]
Must You Include Gifts When Filing Income Tax Return?
While most people are aware of the fact that there is a Federal estate tax... [Read more...]
South Carolina Residency Provides Estate Tax Advantage
South Carolina estate planning lawyers often field questions about the federal estate tax. This year... [Read more...]
Senate to Consider Veterans A & A Look-Back Period
There is an upper resource limit of $2000 that you must stay within if you... [Read more...]
Getting Remarried? Action is Required
There are certain life events that people can go through that will trigger an estate... [Read more...]
Gift Tax Not Imposed in Some Instances
If you want to transfer assets to your loved ones while you are still alive... [Read more...]
Three-Year Wait for ILITs
An irrevocable life insurance trust can be a very useful tax efficiency tool for people... [Read more...]
Be Careful When Engaging Caregivers
When you hear about the very high assisted living community and nursing home expenses we... [Read more...]
Joint Accounts Can Bring Unintended Consequences
You have to be very careful about buying into homespun notions that people who are... [Read more...]
Consumer Reports Magazine Examines DIY Wills
When you are looking for good solid information about products and services one of the... [Read more...]
