New IRS Regulation Allows 5 Years to Elect Portability
The IRS just issued Revenue Procedure 2022-32, which allows a surviving spouse to elect "portability." Read on to find out what this means for you.
The IRS just issued Revenue Procedure 2022-32, which allows a surviving spouse to elect "portability." Read on to find out what this means for you.
An estate planning attorney will create a plan that eliminates stress and serves your needs. This guide will help you choose an estate planning...
Knowing what to watch out for will help you avoid the most common estate planning mistakes. Understanding common Estate Planning mistakes can help...
An estate planning attorney is a licensed legal professional that thoroughly understands the state and federal laws that govern the assessment,...
If you have a small estate a will may be enough. If you have a living trust, you will need a pour-over will.
Blended family estate planning presents challenges, and one size fits all estate plans may not work.
If you have already created a Durable Power of Attorney, you should not need a conservatorship.
What happens if you don’t prepare an estate plan? The state of California has a default plan for you, it's called intestacy.
Lifetime Protection Trusts are designed to protect your loved ones and their inheritance from potential divorce claims and lawsuits.