By now you have already been buried with requests from charities near and far, worthy and not-so-worthy, hoping to share in your good cheer during what is inevitably called the season of Giving. If you’re like many parents (and … Continue reading
The topic of gifting assets is often an important discussion in the world of estate planning. Generally, a main point of gifting is to remove assets from the estate of the donor to avoid potential estate taxes on the asset. … Continue reading
Posted in Estate Planning, Estate Taxes, Gifting, Trusts, Wills
Tagged capital gains, Estate Tax, estate tax planning, Federal Estate Gift Tax, Gifting, lifetime gift, Tax Planning
Recently the U.S. Supreme Court issued a ruling related to whether creditors could reach an inherited IRA. Many individuals assumed that all IRAs were protected from creditors; however, the Supreme Court disagreed under federal bankruptcy law. The issue arose when … Continue reading
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I like practicing elder law because, among other things, my elder clients think that I’m still young at 62. As a relatively elderly elder law lawyer (quite a mouthful) I also find myself identifying more with my clients than I … Continue reading