The 2013 Estate and Gift Tax Changes and You – Strategies and Info on The New Laws for 2013 and Beyond
The new estate and gift tax rules and what you need to consider in your...
Accepting Executor’s Fee vs. Denying Executor’s Fees
Executors May Want to Rethink Accepting their Executor’s Fee Many executors will receive money for the administrative work they have carried out. However, it may be in the executors best interest to waive their fee for tax saving purposes. For more information as to to when and why executors may want to waive their fee click …
Important information regarding Pre-Nuptial Agreements as well as your Estate Plan
Pre-Nuptial agreements is an estate planning tool which can be used to protect your assets. If you are going to be getting married or about to enter into a second marriage click here for information on how pre-nuptial agreements can help protect your assets.
Why Joint Accounts Can Cause Family Disputes
How can joint accounts cause family feuds? When joint accounts do not align with your will, trust, or estate planning family feuds can occur. For more information as to how joint accounts cause family disputes click here.
Does an Executor Have to Sell Real Estate when the Seller Dies?
The use of specific performance may force an executor to sell real estate once the seller has died
Updating Your Will or Trust- Can Estate Plans “Go Out of Warranty”
changes in executors, family circumstances, life insurance, and other financial factors can require and update to your estate planning
Forbes Examines How Baby Boomers Are Spending and Planning For Retirement and The Future
Forbes magazine's review of the ways in which the economy is changing baby boomer spending and planning.
7 Questions Your Will and Trust Lawyer Should Ask You
We are conditioned to ask our advisers numerous question. But discover the questions that they should be asking you.
Avoiding Wills Disputes? What Your Estate Planning Attorney Needs
Why Revealing Personal Information to your Estate Planning Attorney Is Essential To Successful Planning By: David M. Frees III, JD Ever wonder how much or what information has to be revealed to your estate planning attorney to make sure they do the job right? The more information you expose regarding relationships as well as other …
Malvern Estate Attorney Explains Impact of Move on Living Will
A Malvern Estate Attorney Explains Impact of a Move on Living Will A move to a new state can impact your estate plan in a number of ways related to the distribution of your assets after your death. For more information on moving to a new state, see our article covering how moving …