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Estates and Trusts

Valuing Your Estate’s Assets

April 20, 2024 by admin

Last will and testament papers and key as symbol of property.

In estate planning, you often come across the term “fair market value.” However, some assets are easier to value than others. The IRS defines fair market value as “the value at which the property would change hands between a willing buyer and a willing seller, neither being under any compulsion to buy or to sell […]

Filed Under: Estates and Trusts

Try a Trust

December 20, 2023 by admin

You don’t have to be fabulously wealthy to benefit from a trust. For many people, a trust is a great financial planning tool. What Is a Trust? A trust is a legal arrangement between the person who sets up the trust and transfers property to it (the “grantor”) and the individual or institution that agrees […]

Filed Under: Estates and Trusts

Embrace the Season of Change: Estate Planning Tips for Fall

September 28, 2023 by admin

As the vibrant colors of autumn paint the landscape, the fall season invites us to reflect on the changes in nature and consider the changes we can make in our own lives. Estate planning, often overlooked, is a vital aspect of ensuring a secure future for your loved ones. Just as leaves fall and transition, […]

Filed Under: Estates and Trusts

Saving for a Child’s Future

December 14, 2022 by admin

Giving money to children or grandchildren is a planning strategy that benefits donors and beneficiaries. You can make annual gifts of up to $15,000 each to an unlimited number of recipients in 2021, free of gift and generation-skipping transfer tax, without using any of the lifetime gift exemption. But consider your options for holding gifted […]

Filed Under: Estates and Trusts, Uncategorized

Estate Planning After Remarriage

September 28, 2022 by admin

It is not uncommon for an individual to remarry after a divorce or the death of a spouse. Remarrying is in many ways an affirmation of faith in the future and of hope for happier times. While you may not feel comfortable thinking about your own mortality if you have recently remarried, it makes sense […]

Filed Under: Estates and Trusts

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