November 27, 2017

Basics, that is, of asset titling.  There's a whole lot more to the estate planning process, of course, but it is crucial to always keep in mind asset title and the effect of each.  The form of title to each asset dictates how, and to whom, each asset passes upon death...

November 22, 2017

The Internal Revenue Code provides each taxpayer's estate with an estate tax exemption of $5,490,000 (adjusted annually), and allows the estate of a taxpayer whose spouse has survived to elect to "transfer" or "port" (subject, of course, to limitations and exceptions i...

November 15, 2017

It is extremely important that a person's fiduciaries (executor, trustee, or attorney-in-fact under a power of attorney) have access to your digital information - photos, emails, bank accounts, financially valuable websites, blogs, Twitter accounts, etc, etc, etc.


November 10, 2017

Property division agreements in divorce proceedings often include provisions relating to life insurance, which can be used, for example, to fund financial obligations remaining at the insured ex-spouse's death.

Life insurance can be deceptively simple.  Unless the agree...

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August 1, 2017

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