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Does Transferring a Property to an Irrevocable Trust Trigger a Tax Reassessment?

Most municipalities reassess property taxes annually regardless of who or what currently owns a property—a person, a business, a revocable trust, or an irrevocable trust.

March 31, 2025
What Does a Power of Attorney Do?

Question: What are the ways a Power of Attorney can help me?

December 18, 2023
Will I Get Taxed on the Inheritance I Receive?

Question: Will I get taxed on the inheritance I receive from my father?

December 14, 2023
Can You Sell a Home Bequeathed to You in a Last Will and Testament?

Q: My grandparents on my mom’s side are leaving me their house in their will after they both pass away, will I be able to sell it right away?

December 12, 2023
Capital Gains Tax: Is it Better to Transfer a Home or Sell It?

Q: Are there any taxes or fees due if I transfer my house to my son instead of selling it to him?

December 11, 2023
Ensuring Your Will Adapts To Life’s Changes

Creating a will provides a semblance of control over the unknown and reassures us that our loved ones will be taken care of. If you executed your Wills in the 1990s, they would generally still hold validity today.

October 6, 2023
Guiding Your Executor: Navigating the Probate Process and Exploring Options

When you’ve taken the crucial step of drafting a Will, it’s equally vital to prepare your chosen executor for what lies ahead. Informing them ahead of time ensures a smoother process during what can be a challenging period.

October 2, 2023
Estate Planning Update: Adjusting for a Beneficiary’s Disability

Estate planning is all about preparation and ensuring that your assets are distributed in line with your wishes. It’s a comfort knowing your loved ones will be cared for just as you intend. However, life’s unpredictability sometimes throws a curveball. What if a beneficiary becomes disabled after you’ve finalized your estate plan?

September 8, 2023
Exploring the Role of a Trust Protector in Estate Planning

Estate planning involves careful consideration of various factors to ensure that your assets are protected and distributed according to your wishes. One element that can add an extra layer of flexibility and protection to your trust is the inclusion of a Trust Protector.

July 14, 2023
How to Protect Inheritance from Divorce

Everyone knows the statistics – almost 50% of marriages in the United States end in divorce. Second and third marriages fail at an even higher rate.

May 15, 2023
Estate Planning with Mental Illness

Mental illness refers to a wide range of conditions that affect an individual’s mood, thinking, and behavior. These conditions can affect a person’s ability to function in daily life and can vary in severity from mild to severe.

April 3, 2023

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Thought Leadership

Partner Britt Burner, Esq. explains how often to review your estate planning documents and the life changes that may prompt a review.

May 1, 2024 Read Article