
Foreign Homes and Estate Plans
Don’t overlook foreign homes when planning your estate. If you own real estate outside the U.S., you should address the assets in your estate plan. But,..
Continue ReadingDon’t overlook foreign homes when planning your estate. If you own real estate outside the U.S., you should address the assets in your estate plan. But,..
Continue ReadingFederal estate tax in 2023 mostly remains an issue for the very wealthy — those with an estate valued at more than $12.92 million or $25.84..
Continue ReadingYou’ve worked your entire life to build a family business, and now it’s time to pass it on. But how and when you sell the family-owned..
Continue ReadingIf you find yourself in a position where you recently came into possession of an inherited IRA, you might feel as though you’re at a crossroads..
Continue ReadingSuppose it is your responsibility to designate the next owner of true heirlooms. Above all, you want to avoid family strife and resentment and ensure they..
Continue ReadingAs you saw in our blog post last month, there are a lot of important nuances to consider when creating and executing a financial power of..
Continue ReadingIn a previous blog, we covered the importance of having a financial power of attorney in place, but did you know that not all financial powers..
Continue ReadingAs we start the New Year, we want to take a moment to inform you of tax law changes which will take effect this year. Some..
Continue ReadingAs the holiday season approaches, we are reminded of a funny story of when Elizabeth A. Anderson, Esq., was gifted a shirt last year that said,..
Continue ReadingIn our last installment we explored the concept of taking an “elective share” and an augmented estate. It is an incredibly complicated legal concept that most..
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