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Estate Planning

7 March

Worry About Biden’s Tax Plan? | Rich Life Letter #010

Estate Planning, Newsletters, March 7, 2021

This week’s topic is something I’ve been getting asked about a lot – “What should I do about Biden’s new tax proposals?” It’s a great question, and one I figured.

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10 February

Revocable living trust vs special needs trust (your questions answered!)

Estate Planning, February 10, 2021

Revocable living trust vs special needs trust (your questions answered!)… Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning.

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8 February

Do You Need a Will if You Have a Trust?

Estate Planning, February 8, 2021

Do You Need a Will if You Have a Trust? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning.

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2 February

Do Beneficiary Designations in Estate Planning Negate Your Will?

Estate Planning, February 2, 2021

Do Beneficiary Designations in Estate Planning Negate Your Will? PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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28 January

Estate Planning and Owning Real Estate with Non-Spouses

Estate Planning, January 28, 2021

This is an estate planning attorney question I get quite often, so I thought I’d answer it here. The question centers around one thing generally – “how can I make.

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26 January

Revocable Living Trusts Explained

Estate Planning, January 26, 2021

Since I did the Estate Planning 101 post yesterday, I thought today would be a good day to tackle the next most used estate planning vehicle for most people –.

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25 January

Estate Planning 101

Estate Planning, January 25, 2021

It’s been a while since I just dove into the basics of estate planning, so let’s do it real quick. To begin, estate planning covers you in two scenarios: Scenario.

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18 January

Estate Planning and Real Estate with Multiple Heirs

Estate Planning, January 18, 2021

Looks like we’ve got a little bit of a real estate theme going on here the last couple of posts. That’s what people are asking us about, so that’s what.

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14 January

Do You Have to Pay Excise Tax to Transfer Real Estate into a Trust?

Estate Planning, January 14, 2021

I had a conversation with a potential client today that asked me about whether or not excise taxes had to be paid on a real estate transfer into a revocable.

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12 January

Divorce and Estate Planning

Estate Planning, January 12, 2021

Unfortunately not all marriages work out. When that happens all sorts of stuff needs to get updated, including your estate plan. Here’s the quick and dirty of what you need.

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