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Category: estate planning

Not All Property in Mexico Is Treated Equally

Posted in asset protection,estate planning on December 30, 2021

Property, for example, in the more desirable coastal regions are generally not open to ownership by non-Mexican citizens. That does not mean, however, that a United States citizen cannot own an “interest” in one of these beautiful towns or villages. Through an arrangement called a “fideicomiso”, a United States citizen, even a United States company… (Keep reading)

What Are the Four Basic Types of Wills?

Posted in estate planning,probate on December 15, 2021

If you are in the process of planning your estate, then you must understand what types of different wills exist to ensure your wishes are carried out. While the process of estate planning can be overwhelming, learning about the different types of wills available can help make the process easier. Simple Will A simple will… (Keep reading)

What Does Estate Planning Mean?

Posted in estate planning on November 12, 2021

If you are like most people, the term “estate planning” may conjure up images of wills and trusts. However, estate planning encompasses much more. It’s vital to understand the full spectrum of estate planning to begin preparing for your future and that of your loved ones. Estate planning can help ensure that your family will… (Keep reading)

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)