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Trusts can be beneficial for obtaining tax benefits that would not otherwise be available. This article explores some of the significant opportunities. Think of a trust as a contract with a Trustee that sets forth the rules for governance of the assets owned by...
While it is an honor to be nominated, serving as the Executor of an estate is an added burden at a time when you likely have suffered a tremendous loss. If you know that you will one day serve as the Executor for a close friend or relative’s estate, ask your loved one...
As an attorney and new mother to three-month-old Sullivan, I began to think about his future as soon as he was born. While my husband and I gazed at him with exhaustion and adoration between (seemingly endless) feedings and diaper changes, I wondered, “How can I make...
With each new year usually comes a fresh overview of the year ahead, which may or may not include one large milestone: retirement. While your retirement savings account such as an IRA may be the largest monetary asset you earn in your lifetime, you may find you are...
The estate and gift tax exemptions have undergone substantial changes from 2022 to 2023 due to certain inflation adjustments provided under the current law. These exemptions, sometimes collectively referred to as the “unified credit,” represent the amount an...