Search Results for: "Trust"
An Overview of Estate Taxes
Estate taxes are imposed in the US on assets transferred from a deceased individual’s estate to his or her heirs. An estate…
Choosing to Do Your Own Estate Planning Can be Risky
You may think creating your estate plan with do-it-yourself documents will save you cash. However, it can be costly in the end,…
Your Children and Inheritance Conversations
You can influence your adult children’s decision-making process by managing expectations regarding their inheritances as they form their financial plans and knowing…
The Wealth Transfer Strategy
Assets or wealth are transferred from one person or entity to another via wealth transfer. The transfer can happen either during your…
Death With a Will versus Death Without a Will
We don’t want to think about death, especially our own death. Add to that the question of what will happen to our…
A Medicaid Planning Strategy with an Elder Law Attorney
Low-income individuals and families can receive health insurance through Medicaid. However, Medicaid planning has become a growing trend among individuals with higher…
Planning for the Future of a Farm or Ranch
Estate planning and succession planning for farm and ranch real estate, livestock, equipment, and other personal property presents unique challenges. There is…
A Guide to Avoiding Probate Litigation
There are many types of probate litigation, including guardianship and conservatorship disputes, will contests, conflicts over family real estate, and true intentions…
Estate Planning for LGBTQIA+ Communities
To protect your assets, your wishes, and your loved ones, estate planning is vital regardless of your gender identity or sexual orientation….
Fraud Against the Elderly
For those in the over 60-year-old category, there was nearly $1.7 billion in losses, a 74 percent increase from 2020,…