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TOD and POD Accounts: What’s the Difference?

January 13, 2022

A TOD account allows the account holder to name a beneficiary on a non-retirement financial account to receive assets at the time of the account holder’s death, thereby (generally – i.e., when used correctly) avoiding probate.

Estate Planning

What Taxes Have to Be Paid When Someone Dies?

January 12, 2022

Tax obligations continue on despite the passing of a loved one, and in some cases, come about because of it. Tax deadlines pose a challenge for grieving families.

Estate Planning

What is the Purpose of an ILIT?

January 11, 2022

Life insurance is a sophisticated financial product, with as many variations and permutations as there are creative insurance companies (there are many) and creative insurance planners (there are even more).

Estate Planning

Do I Have to Pay Off Husband’s Debts after He Dies?

January 10, 2022

Losing your spouse is a painful, confusing time, but add to that repeated calls from an aggressive debt collector and a bad situation suddenly can get even worse.

Estate Planning

Can I Avoid Taxes when I Inherit?

January 10, 2022

Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in, unless an estate exceeds $11.7 million. The Biden administration has proposed lowering the exemption, but even that proposal wouldn’t affect estates valued at less than about $6 million.

Estate Planning

Can I Use a Roth IRA in Estate Planning?

January 9, 2022

Roth IRAs and Roth IRA conversions have received a lot of press recently. Between the various tax proposals that have been floating around Congress and normal year-end tax planning strategies, Roth IRAs are a popular topic.

Estate Planning

Will My Social Security Benefits Be Taxed?

January 9, 2022

Uncle Sam is not the only one looking for a piece of your retirement income. Is your state on this list?

Estate Planning

Do I Need More than a Will?

January 8, 2022

You should be aware of what a will can’t or shouldn’t do.

Estate Planning

When Should a Trust Be Reviewed?

January 8, 2022

Many people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.

Estate Planning

Do I Get Ex’s 401(k) because I Was Named the Beneficiary?

January 7, 2022

My ex-husband passed away. However, I was named the beneficiary on his 401(k). Even though we are divorced, do I still have a right to it?

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Hablamos Español!

Estate Planning and Probate Blog

TOD and POD Accounts: What’s the Difference?

What Taxes Have to Be Paid When Someone Dies?

What is the Purpose of an ILIT?

Do I Have to Pay Off Husband’s Debts after He Dies?

Can I Avoid Taxes when I Inherit?

Can I Use a Roth IRA in Estate Planning?

Will My Social Security Benefits Be Taxed?

Do I Need More than a Will?

When Should a Trust Be Reviewed?

Do I Get Ex’s 401(k) because I Was Named the Beneficiary?

Hablamos Español!