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Does a Joint Account Avoid Probate?
Naming a child on your bank accounts can lead to numerous consequences, including potential costly estate litigation.
Engaging in estate planning now can ensure that upon incapacitation or death, your assets will be transitioned smoothly to your beneficiaries.
Learn what a descendants trust is and how it can help protect beneficiaries in the future from bad financial decisions, divorce, and more.
The Corporate Transparency Act requires most entities to report “beneficial owners” and those who have substantial control or decision-making authority.
What documents should be updated in your estate plan to reflect your wishes regarding email, social media accounts, and more?
The right trust for you will depend on the problems you are trying to solve. This blog post breaks down some of the most common types of trusts and when they might be beneficial.
While it may be tempting to gift your house now, there are tax consequences in doing so.
A SLAT is an irrevocable trust created by one spouse for the benefit of the other that can help reduce estate tax liability at the time of death.
Many traditional rights having to do with health care, taxes, and inheritance do not apply to unmarried couples, making estate planning even more important.
There are several factors in determining if a cash gift is a taxable event for the gift-giver.
Will you owe penalties and interest for failing to take RMD’s (required minimum distributions) as an IRA beneficiary?
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Most people do not realize that a Will likely does not control who collects on a life insurance policy. The beneficiary named on the policy supersedes the Will. So long as the policy owner correctly designated a beneficiary on the policy, that designation controls.
In New York State, a parent has no obligation to leave an inheritance to a child. Many other countries have “forced heirship” which prohibits parents from disinheriting children, but Louisiana is the only US state with such a law.
There is a long running joke about lawyers never giving straight answers. We prefer to give clients definitive answers but when clients ask us whether to add a child as a joint account holder, we always say, “it depends.”
There is much discourse about estate planning for married couples, but what about seniors who are widowed or have never married? Single people often have more complicated estates – especially if they do not have close natural heir such as a spouse or child.
For the charitably inclined, there is always a question of how to be most efficiently leave money to charities in your estate plan. Charitable giving ranges from simple small monetary amounts to more complicated charitable trusts.
The limited liability corporation, or LLC, is designed to combine the flexibility and simplicity of a basic partnership with the protection of a corporation. “LLC” stands for “Limited Liability Company” and owes its name to the fact that the members (owners) of the LLC are not personally liable for the debts and liabilities of the business.
