Are There Special Tax Rules for a Gift or Inheritance from a Foreign National?
If you have close relatives who are citizens of......
Make Sure Your Estate Plan and Other Essential Documents Are Safe from Disasters
In the event you lose your house in a natural disaster or through another calamity, it is importa...
Don’t Just Hope for an Inheritance; Get It in Writing
It is important to get any agreements about inheritance in writing. Providing services to someon...
New Tax Proposals Mean Some Should Review Their Estate Plans
A number of tax proposals being considered in Congress could significantly affect gifting and es...
Preserving the Family Vacation Home for Generations to Come
Summer is winding down and if you are one of the lucky ones, you got to spend some time at a fami...
How to Protect an IRA From Heirs’ Creditors
When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets th...
Be Careful Not to Name Minors as Your Beneficiaries
Most people want to pass their assets to their children or grandchildren, but naming a minor as a...
Why Everyone Should Have an Estate Plan
Do you have a will? A durable power of attorney? A health care proxy? If not, why not? Failure t...
What Is a Directed Trust and What Are Its Benefits?
Directed trusts can be a useful estate planning tool, allowing you to place your family’s asset...
Senators Propose Sweeping Changes to the Taxation of Estates and Inherited Gains
Vermont senator Bernie Sanders has introduced legislation that would require more estates to pay ...
