Wills vs. Revocable Trusts
Tom Vercauteren | 03.07.24
One of the primary questions you must answer when developing your estate plan is whether you will have a will-based plan or a revocable trust-based plan.
The Estate Planner
Insights, strategies, and updates from the world of Trusts & Estates.
Viewing posts in "Tax".
What Does A Personal Representative Do?
Paul M. Schmidt | 01.21.22
A personal representative is the individual named in a will to serve as personal representative of the decedent’s estate. But what are a personal represantive's roles and responsibilities?
2022 Estate Planning Numbers Update
Tom Vercauteren | 01.21.22
Many prognosticators forecasted significant tax law changes for 2021 that could have had tremendous impact on clients’ estate plans.
Do You Know Who Your Beneficiary Is?
01.21.22
If qualified retirement plans and IRAs make up a significant portion of your estate, you should consult with your estate planning attorney to make sure that you are planning for the retirement accounts correctly. Failure to obtain proper advice on designating beneficiaries for retirement assets may result in costly errors, including unnecessary tax.