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270 items found for "probate court"
- Is a Living Trust for Me?
you transfer assets to the trust and, if done properly, may transfer those assets to heirs without probate
- Entrepreneur’s Guide to Estate Planning in 2022
A person may gift up to $12,060,000 tax-free over the course of their lifetime.
- Should Inflation Prompt You to Revisit Your Long-term Financial and Estate Plans?
Try factoring in inflation over the course of 20, 30, or 40 years.
- Guarding Your Estate Plans Against the Impact of Inflation
Of course, inflation is not limited to just the real estate market.
- Navigating the Estate Planning Landscape
Since gifts for medical or educational purposes do not count toward your lifetime exemption, it is an
- Roth IRA or Traditional IRA? That is the Question
The answer is, of course, that any retirement savings plan is better than none at all.
- Family Matters: Legacy Planning for Adopted Children
You can consider adoption, of course, but it is not necessary to adopt stepchildren for the sole purpose
- Why You Need a Medicaid Planning Lawyer for Your Estate Plan
They are typically created for the benefit of a spouse or children, and the trust assets are not counted
- Planning for Future Healthcare Costs
Our team can help you understand your options and chart the best course going forward.
- What To Do When Your Parent is Progressively Aging
a durable power of attorney in place and your parent becomes incapacitated, you would have to go to court
- How Joe Biden’s Tax Plan May Impact Your Estate Plan
Your personal course of action may depend on your income, how much money you require to live, your charitable
- Inherited an IRA From a Parent? 4 Rules for Inherited Retirement Accounts
This, of course, depends on the type of account and the person inheriting it.