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Minimize Family Feuds about Your Inheritance

Minimize Family Feuds about Your Inheritance

The distribution of wealth among beneficiaries through your final will and testament is often a complex and sensitive issue, one that can potentially spark conflicts and legal challenges among family members.
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Posted on: August 25, 2023

What Happened when Robin Williams’ Wife was Cut Out of Estate?

The unexpected death of comedy icon Robin Williams in 2014 set off an explosive battle over his $50 million estate.
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Posted on: August 10, 2023
Special Needs Planning for Beneficiaries with Disabilities

Special Needs Planning for Beneficiaries with Disabilities

When preparing testamentary documents, such as wills and trusts, protecting beneficiaries with disabilities should be a priority.
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Posted on: August 4, 2023
IRS Changes Rule on Inheritance Taxes

IRS Changes Rule on Inheritance Taxes

The agency has curbed the tax break on a particular kind of trust that is often used to minimize capital gains taxes.
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Posted on: August 3, 2023
Cryptocurrency as Inheritance

How Do You Pass Cryptocurrency as Inheritance?

How should you include digital assets in your estate plans? What do your heirs need to know about inheriting these assets?
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Posted on: August 2, 2023
Multigenerational Estate Planning

What Is Multigenerational Estate Planning?

When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.
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Posted on: July 25, 2023
Dying Intestate

What Are the Consequences of Dying Intestate?

If you die intestate, this means that you died without a valid will in place.
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Posted on: July 19, 2023
Should You Put Your Child’s Name on the Deed to Your House

Should You Put Your Child’s Name on the Deed to Your House?

If a child you’ve added to your deed goes through a divorce, has tax issues, is sued by someone, or must declare bankruptcy, your house could be on the chopping block!
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Posted on: June 22, 2023
When is a Trust a Good Idea

When is a Trust a Good Idea?

If having assets distributed outright to a beneficiary could cause potential problems, there are several reasons to think about creating a trust.
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Posted on: June 21, 2023
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IMS - Estate Planning and Elder Law Practice Growth Advisors
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