One of many good reasons people consult with me on their Estate Planning is to try figure out a way to avoid “death taxes.”
By death taxes, what they usually mean is Estate, Inheritance, and or Gift taxes.
There are no “inheritance” taxes in … Continue reading...
As a new year approaches, I am reminded by a friend in Massachusetts that this is a very good time to consider some basic legal documents all adults should have, A Will or Living Trust, a General Durable Power of Attorney and at a … Continue reading...
Here’s one of the few ways we had to publicize things before we had blogs and social networking sites to post things on:
Honored to be invited to speak at Senior Center on the third Tuesday of EVERY month. This month we are doing … Continue reading...
The time is nigh! No, no, no…. not time to die yet.
But it is just about time for that fun political war over “death taxes”Actually, there’s really no such thing as a “death tax” Usually what is meant by “death tax” is actually … Continue reading...
You asked for it, you got it. A more in depth discussion on estate planning and the probate process.
Why would you want to “avoid probate?”
Do you need a trust? Why?
What are some other strategies for settling my estate?
What if I … Continue reading...
I’m often asked by people of all social strata about the need for a Trust. Why would someone need a trust rather than a will?
Like Jeff Foxworthy of “you might be a redneck if….” fame, my short answer is:
You might need a … Continue reading...