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Do I Need an Attorney to Set Up Special Needs Trust?

January 11, 2022 Posted In Estate Planning,Trusts

If you have a child or loved one with special needs, setting up a special needs trust can be crucial to his or her future. A special needs trust can provide the financial stability to take care of a disabled or impaired family member after you pass away. Whether or not you need an attorney…

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Estate Planning Tools for Your Baby’s College

November 21, 2017 Posted In Estate Planning,Estate Taxes,Guardianships & Conservatorships,Trusts

Remember when your baby was just an infant and you thought he/or she would break like dropped china or porcelain? And then you saw them run right into a glass door and bounce off like a rubber ball and bounce back for more. It was probably back then that you first gave some forethought into…

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IRS Reveals 2017 Estate and Gift Tax Limits

December 30, 2016 Posted In Estate Planning,Estate Taxes,Trusts

The Internal Revenue Service (IRS) has announced the federal estate and gift tax limits for 2017, based on inflation. IRS Reveals 2017 Estate and Gift Tax Limits Here’s the breakdown of some of the most significant changes put in place for the coming year: Estate and gift tax exemptions for individuals are set at $5.49 million.…

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