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Tag Archives: tax
Estate Planning for your Vacation Home
If you own a vacation home, it may have great significance to you from a personal, family, financial and emotional perspective. How and whether that home will be passed on to others is a serious concern that can result in … Continue reading
Posted in Community Property, deed, Estate Planning, Gift Tax, Inheritance, life insurance, Probate, Tax, Trusts, Wills
Tagged beneficiary, community property, estate planning, life insurance, tax, trusts, wills
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Update Your Will
You should read your will at least every few years to make sure it is current. It is amazing how many people think they designated one person to serve as executor only to discover they designated someone who they now … Continue reading
Posted in Beneficiary designation, Estate Planning, Estate Tax, Gift Tax, Income Tax, Wills
Tagged beneficiary, codicil, estate planning, executor, last will and testament, tax, taxes, will
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When to update your Will
Friends often ask me whether they need to update their Will. Or the other side of that is the people who just don’t want to be bothered and say, “We already did our Wills.” So when should you update your … Continue reading
Posted in Advance Directives, Beneficiary designation, Estate Planning, HIPAA, Trusts, Wills
Tagged agent, beneficiary, estate planning, executor, tax, trustee, trusts, wills
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Keeping Your Will Up To Date
Preparing a will is one of the best ways to be certain that upon your death your property will be distributed according to your wishes. What many people don’t realize, however, is that keeping your will up to date is … Continue reading
Posted in Beneficiary designation, Estate Planning, Estate Tax, Income Tax, Special Needs Trust, Wills
Tagged beneficiary, divorce, estate planning, executor, guardian, incapacity, income tax, seniors, special needs trust, tax, will
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Helping Kids With Their Debt Problems
Occasionally a client will discover that they really do have more money than they are likely to need during their lifetime. Often they will want to help their kids who might have incurred education, medical or other debts. Most clients … Continue reading
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