Posted In: Trusts & Estates
Trusts & Estates Blog: Proposed Tax Legislation Affecting Your Estate Plan
By Lori R. Kilpeck on November 16, 2021
Please continue to check back for future updates....
Posted In: Trusts & Estates
Trusts & Estates Blog: National Estate Planning Awareness Week (October 18, 2021-October 24, 2021)
By Lori R. Kilpeck on October 20, 2021
National Estate Planning Awareness Week was established in 2008 to create public awareness of the necessity of estate planning. Currently, only about half (56%) of all Americans have a current estate plan in place....
Posted In: Trusts & Estates
Trusts & Estates Blog: Minimize Your Tax Burden With a Spousal Lifetime Access Trust
By Gina M. Bevack-Ciani on July 27, 2021
In this Trusts & Estates Blog, Gina Bevack-Ciani notes that with the current lifetime estate, gift, and generation-skipping tax exemption at an all-time high, it may be a good time to review your estate plan and consider the benefits of a Spousal Lifetime Access Trust (SLAT) to minimize your tax burden and protect assets....
Posted In: Trusts & Estates
Trusts & Estates Blog: Attending a Summer Camp? Going on Vacation? Parents Should Add Minor Medical Authorizations to Their Planning Checklist
By Christopher T. Teodosio on June 22, 2021
Is your minor child attending a summer camp this year? Do you have an upcoming business trip or vacation and are entrusting a friend or family member to look after your child? Is your minor child going on a family vacation with a friend? In planning for these events, parents should consider adding one item to their checklists: minor medical authorizations....
Posted In: Trusts & Estates
Trusts & Estates Blog: Estate Planning and Prenuptial Agreements
By Lori R. Kilpeck on May 18, 2021
Planning a wedding is an exciting time, but important discussions should also be had between the engaged couple to avoid potential problems later. Prenuptial agreements should most often be considered in second marriages (especially when one party has children from a previous relationship), where both parties have significant assets and are financially secure, where there is a disproportionate net worth between the parties, or as an estate planning tool to protect an inheritance...
