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Category: estate planning

What happens when grantors fail to transfer title to property to their trust?

Posted in estate planning on July 14, 2021

Most estate plans will include a pour-over will in which assets not titled in the name of the trust will be bequeathed to the trustee of the trust and then distributed in accordance with the terms of the trust.  However, that requires the expensive and time consuming process of opening a probate case, which is… (Keep reading)

QTIP Trusts

Posted in asset protection,estate planning,Firm News,taxes,trust on May 16, 2017

A Qualified Terminable Interest Property (QTIP) Trust is a trust that enables the grantor to look after his or her current spouse and ensure that the assets from the trust are then passed on to beneficiaries of the grantor’s choice, such as children from a grantor’s previous marriage. In addition to providing the living spouse… (Keep reading)

2012 Estate Tax

Posted in asset protection,estate planning,Firm News,IRS,probate on October 19, 2012

On January 1, 2012, the federal estate tax exemption rate increased to $5.12 million for an individual ($10.24 million for a couple). That’s up 2.4% from $5 million in 2011. This means that estates get an additional $120,000 that is exempt from the federal estate tax rate of 35%. Planning your estate to take advantage… (Keep reading)

Brand new blog!

Posted in asset protection,entity formation,estate planning,Firm News,IRS,probate on October 14, 2011

Welcome to our new blog! Our law firm is dedicated to assisting clients in their IRS issues, estate planning, probates, asset protection and entity formation. Our attorneys and paralegals are devoted to providing the very best personal service and legal advice to our clients. We’ll be updating our followers with the latest in firm news,… (Keep reading)