Can Estate Taxes Be Avoided with a Trust?

The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
Are Your ‘Affairs’ Really in Order?

With the threat of COVID-19, we’ve all come face-to-face with our mortality, but are you prepared for the worst?
How to Avoid Probate

How can we avoid probate and reduce the estate tax for our beneficiaries, who are our two adult children?
What is not Covered by a Will?

While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
How to Protect Digital Property

While cryptocurrency isn’t new, it’s attracted a lot of attention in the past year because of its skyrocketing value, promotion from prominent figures like billionaire Elon Musk, and bitcoin offerings from traditional financial firms like Morgan Stanley.
Who is the Richest Actor from Star Wars?

The list of actors appearing in the Star Wars movies is long, and extends back almost 45 years. “There are dozens of actors who can credit their careers to the part that they played in the Star Wars saga.”, claims a recent article on dorksideoftheforce.com. 7. With just over $16 million in net worth, Adam […]
How Does an Inherited IRA or 401(k) Work?

So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
What Is the Best Way to Make Sure Children Can Handle an Inheritance?

How can you prepare your children to handle the assets they’ll eventually inherit?
Who Owns Marilyn Monroe’s Estate?

There’s no debating the fact that Marilyn Monroe was an icon. She remains one nearly six decades after her mysterious death in 1962 at the age of 36. Monroe and her likeness are still BIG business, generating millions of dollars a year in royalties and license fees.
What Happens When a Homeowner Dies Without a Will?

How do we move into probate, so we do not lose the house and bank accounts, while not killing ourselves in the process?