When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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Should You Establish Your “Dynasty” Trust In South Dakota?In the past four years, the amount of money administered by South Dakota trust companies has tripled to $121 billion, almost ... Estate Planning
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Challenges When Selling The Inherited Family HomeThere's the emotional aspect of getting a loved one's home ready for sale - which likely includes clearing out his or her ... Estate Planning
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Of Family Gifts And Medicaid Lookback RulesMy mother gave me money in 2009. Now (2013) she is in a nursing home and needs to get Medicaid. Does that money need to go ... Elder Law
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For Want Of A Beneficiary Will The IRA Be Lost?An IRA account owner or beneficiary died and there was no named beneficiary for the account. The obvious question comes, ... Elder Law
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10 Steps To Giving On PurposeAffluent Americans are committed to building a legacy both by using their wealth in positive ways and by passing their values ... Charitable Gifting
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Six Trusts You May Never Have ConsideredTrusts for burials, Bentleys, blunderbusses, Basset Hounds, Beaujolais and blowhards: Not all trusts fit into the traditional ... Estate Planning
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IRA Conversions To Roth Have Been PopularCongress dangled an incentive for high-income Americans to convert their tax-deferred individual retirement accounts into ... Estate Planning
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Watch Out! Some States Have Death Taxes!State estate taxes? That's another story. Sixteen states and the District of Columbia impose an estate tax, and some kick in ... Estate Planning
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Are Your Charities Good Stewards Of Your Philanthropy?Want to better understand the mistakes charities make, so you can do a better job in your own philanthropic endeavors? ... Charitable Gifting
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Jump-Starting Your Estate PlanEstate planning is vital even without dependents. Get started with 4 simple steps: organize info, secure life insurance, write a will, and plan guardianship.
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Mental Health And Medicare CoverageOn Jan. 1 ... for the first time since Medicare's creation seniors who seek psychological therapy will be responsible for 20 ... Elder Law
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Does Your Trust Need A Tune-Up?All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your goals today. ... Estate Planning
