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Maurice La Verdure: Sep 6, 2022 3:12:35 PM
To ensure that a trust operates as intended, it’s critical to appoint a trustee that you can count on to carry out your wishes. But to avoid...
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Scott Henvey: Apr 11, 2022 11:42:25 AM
The unified gift and estate tax exemption is set at an inflation-adjusted $12.06 million for 2022, up from $11.7 million for 2021. This means that...
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Maurice La Verdure: Mar 11, 2022 1:00:00 PM
For 2022, the federal gift and estate tax exemption has reached its highest level ever. In fact, you can transfer up to $12.06 million by gift or...
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Scott Henvey: Mar 9, 2022 3:00:00 PM
One goal of estate planning is to avoid or minimize probate. This is particularly important if you own real estate in more than one state. Why?...
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Maurice La Verdure: Feb 16, 2022 3:23:10 PM
If charitable giving is important to you, consider a donor-advised fund (DAF). A DAF — typically sponsored and managed by a community foundation or...
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Scott Henvey: Dec 13, 2021 3:41:29 PM
If you’ve recently divorced, your time likely has been consumed with attorney meetings and negotiations, even if everything was amicable. Probably...
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Maurice La Verdure: Dec 13, 2021 11:00:00 AM
If you’re starting to worry about your 2021 tax bill, there’s good news — you may still have time to reduce your liability. Here are three quick...
2 min read
Scott Henvey: Dec 9, 2021 11:00:00 AM
Hopefully, you already have a sound estate plan in place to protect the interests of your heirs and minimize potential estate tax liability. But that...
1 min read
Maurice La Verdure: Nov 15, 2021 3:38:44 PM
The need for a will as a key component of your estate plan may seem obvious, but you’d be surprised by the number of people — even affluent...
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Scott Henvey: Nov 15, 2021 3:32:14 PM
As we approach the holidays, many people plan to donate to their favorite charities or give money or assets to their loved ones. Here are the basic...
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Maurice La Verdure: Sep 1, 2021 11:00:00 AM
Some people make video recordings of their will signings in an effort to create evidence that they possess the requisite testamentary capacity. For...
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Maurice La Verdure: Jul 30, 2021 11:00:00 AM
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes.
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Scott Henvey: Jul 28, 2021 11:00:00 AM
An irrevocable trust has long been a key component of many estate plans. But what if it no longer serves your purposes? Is it too late to change it?...
