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If your spouse passed away in the last three years, the IRS is offering a potential estate tax break for your estate. However, you need to act quickly if you want to take advantage of it. One of the newer and better...

An estate plan is not a one-time, in-and-out procedure. The documents that make up your estate plan will significantly impact your life, your family, and your property after your death. To ensure everything occurs as...

The Internal Revenue Code, Title 26, Section 1031 states the following: “No gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property...

Did you know that you have an estate? It’s true! Not the sort of estate that contains a large house and lots of land in the countryside, but an estate made up of everything you own. All of your money and property blend...

The season of giving is right around the corner, making this a very apt time to talk about the legal stipulations of giving gifts. Although we don’t want to scare you away from giving generously, it’s important to...

When a Grantor passes away, the Trustee of the estate must step into action. There are numerous tasks to complete, including collecting assets, paying taxes and bills, filing accountings, managing money for beneficiaries,...

Typically, when you sell business or investment real property, you’re required to pay capital gains tax on the sale. Taxes are a fact of life, but wouldn’t you prefer to defer paying your taxes if you could? 1031...

Are you old or young? Wealthy or poor? Do you know what? It doesn’t matter! Everyone, no matter what their age or financial status, needs a will. And yet despite this fact, more than half of Americans don’t have a...

Do you speak legalese? Whether you do or you don’t, you’ll be happy to know that English is still the preferred language of American attorneys. Communication is key when it comes to estate planning, so if your...

If you’re reading this article, I think it’s safe to assume that you either (1) have an estate plan already or (2) are aiming to create one soon. So first of all, good work! You’re ahead of the pack and...