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Feb
Revised Limited Liability Company Act
When dealing with the death of a loved one, the amount of information to be processed and documents to be sorted through might seem overwhelming. Faced with unfamiliar concepts, terminology, and deadlines along with one’s own grief, the trust and probate administration process ca...
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Feb
Three’s a Crowd, and Two Can Be Too: The Pitfalls of Joint Property Ownership (Part 2 of 2)
In Part 1 of this two-part series, we discussed a few of the ways that joint ownership of assets can complicate an estate plan by unintentionally changing the manner in which assets are distributed after someone dies. Part 2 of this series will examine some additional issues tha...
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Feb
Three’s a Crowd, and Two Can Be Too: The Pitfalls of Joint Property Ownership (Part 1 of 2)
As with any finely tuned machine, a well-maintained estate plan requires a thorough understanding of all its component parts to ensure that it functions efficiently. While the core documents that make up your estate plan might vary depending on the complexity of your wealth and ...
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Feb
The Shivers
One of my children’s favorite stories is The Shivers from Arnold Lobel’s Frog and Toad anthology. It begins as many good stories do—on a dark and stormy night. Frog and Toad sit down with a pot of tea and Frog proceeds to tell Toad a scary story, repeatedly asking, “Don’t you li...
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Feb
Understanding Estate Tax Laws and Proposed Changes
We spoke with Dave Hunt, Founder and Wealth Manager at Milestone Wealth, about current estate tax laws and changes that may be on the horizon! Watch the YouTube video below to find out more! Watch Now! ...
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Feb
Surviving Spouses Need To Be Aware Of Potential Changes To The Estate Tax
Clients who have lost their spouse within the past two years may want to speak to us if his or her estate is close to $6 million. Why? Because there are pending tax proposals before Congress that would reduce the current $11. 7 million exemption down to approximately $6 million on...
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Feb
When States Compete for Trust Business, Clients Win!
by Andy Strauss Community property is the law in nine states (Louisiana, Arizona, California, Texas, Washington, Idaho, Nevada, New Mexico, and Wisconsin) for property acquired by spouses during the marriage. While the laws differ somewhat between community property states, it ge...
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Feb
Interstate Moves in Estate Planning
IS YOUR ESTATE PLANNING STILL GOOD IF YOU MOVE TO A DIFFERENT STATE? Practicing estate planning law in Western North Carolina can be very busy. There has been a continuous influx of people moving to our beautiful area from all over the country, and indeed, the world. One questio...
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Feb
Trust Titling (funding) and Non-Qualified Annuities
Revocable Living Trusts (referred to also just as Living Trusts) are a common foundational estate plan technique. Not only can Revocable Living Trusts replace a Will (become a “Will substitute”) in distributing property after a person dies, but these trusts also provide planning ...
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Feb
Your Car and Your Estate Plan Need Tune-Ups
Like your car, it is always a good idea to periodically review your estate plan to make sure it is functioning optimally. After arranging your accounts and property with an attorney, it is easy to assume that you have checked estate planning off of your list forever. The reality ...
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Feb
Did You Know the State Has Already Given You an Estate Plan?
There are many misconceptions about what would happen with your assets if you died without a will. Some married couples think their spouse would get all their assets. Some think their spouse would only get something called an “elective share”, which is an amount that changes dep...
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Feb
Did You Know That the State Wrote a Prenuptial Agreement for You Before You Got Married?
With a well-drafted marital agreement, more assets might be protected from being spent down on nursing home care for the surviving spouse. Also, concerns about children from a previous marriage being disinherited, or other family inheritance concerns might be addressed. Both par...
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