Estate Planning

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13 04, 2015

Estate Planning: Will or Revocable Trust – What Is Best?

By |April 13th, 2015|Categories: Real Estate|Tags: , , |0 Comments

Be yond the basics of estate planing, we are now going to to talk about revocable trusts.  We talked about how it's important for everyone to have a will but wills may not be enough for you. For example: Wills may not properly dispose of your property.  It may not effectively cross state lines.  Wills [...]

1 03, 2015

Estate Planning and How to Avoid Guardianship

By |March 1st, 2015|Categories: Real Estate|Tags: , , , |0 Comments

  When it comes to your belongings and treasured possessions, you want them to be protected. Also, because of their value, you will choose to pass them along to your children. In this piece, we will call those high valued properties and possessions your estate. On that note, let’s talk about estate planning, and how [...]

14 01, 2015

Federal Estate Tax Law | Estate Planning

By |January 14th, 2015|Categories: Real Estate, Retirement, Taxes|Tags: , , |0 Comments

You read the headlines about the new federal estate tax law.  Good news in general. $5 million personal exclusion. New 35% flat rate and return of the stepped-up basis rules for capital gains purposes.  By the way that new $5 million exclusion is portable between spouses, which means that the first spouse doesn't use the [...]