Estate Planning Blog

Learn how the new IRS rule for step-up in basis impacts assets held in irrevocable trusts and ensure compliance with the new rule, while maximizing the tax benefits for heirs.

Learn how QTIP trusts can benefit your estate plan by providing for your surviving spouse and other beneficiaries. Understand how they work to maximize tax saving benefits.

Your required minimum distributions, or RMDs, can impact other aspects of your financial life, like taxes or Medicare costs.

If you're considering a bypass trust as part of your estate plan, consulting with an experienced estate planning attorney is essential. They can help you understand if a bypass trust is the right option for your situation and guide you through the process of setting one up.

Establishing a family trust can be a crucial step in protecting your assets and ensuring the financial well-being of your family. If you’re considering setting up a family trust, contact an experienced estate planning attorney to explore your options and create a plan tailored to your needs.

Like your preventive doctor visits, you should regularly check in on your estate plan to ensure that it’s in good shape for when it’s needed.

A living trust (also called a revocable trust or revocable living trust) can be beneficial to a much broader group of Americans than most people expect.

As you plan for the year ahead, you may be thinking about how the IRS’ changes to income tax brackets and standard deductions—which include a 5.4% bump in bracket thresholds—could impact the 2024 income tax planning season.

Can a Limited Liability Company provide an effective way to protect your personal assets from the risks associated with running a business? In this post, we review the benefits of creating a clear legal separation between your personal and business assets.

Will an asset protection trust protect your assets from creditors, lawsuits, or other financial risks? If you're considering an asset protection trust or want to learn more about how it can fit into your estate plan, this article will guide you to the next step.