Category: Estate Planning Law

Estate Planning: What Should I Be Focused on for 2021?
Estate planning for 2021 should be a priority this year.  Why?  Because the new Biden Administration has a number of tax policy proposals that may significantly change how you will [...]
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Estate Plan Options In Response to Changes in the Estate Tax Exemption and the “Step-Up…
To fund sweeping plans to combat Covid-19, provide aid to businesses and families impacted by the pandemic, and rebuild America’s infrastructure, the President has proposed significant changes to the tax [...]
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Potential Changes to Gift and Estate Tax Laws in 2021 and Beyond
One of the biggest questions with estate planning today is when and if Congress will make changes to the current estate planning, gift, and estate tax laws in the coming [...]
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How President Biden’s Tax Proposals May Impact Your Estate Plan?
President Biden, with slight majorities in both the House and Senate, maybe looking to make progress on the tax proposals that he presented during his presidential campaign.  In this article, [...]
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What is A Domestic Asset Protection Trust?
The goal to effective estate planning is to try to maximize the protection of your hard-earned assets.  However, most estate planning professionals will agree that there is no one “silver-bullet” [...]
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How Does the Unified Credit Work for My Estate Taxes?
When you give money or assets to someone, the federal government may be able to tax those gifts. By understanding gift and estate taxation, and the unified credit, you can [...]
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Revocable vs. Irrevocable Trusts: Advantages and Disadvantages
When creating your estate plan, you have many options available to you that enable you to keep control over your assets after you pass away. One of the main ways to [...]
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What Can a Self-Cancelling Note Do for My Estate Plan?
When you want to find ways in which to pass on your assets to your children with as few encumbrances as possible, then you sometimes need to get a little [...]
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Spousal Lifetime Access Trusts
By Rebecca G. Doane, Esq. and Randell C. Doane, Esq., published in the Palm Beach Daily News, January 3, 2021 The term “unprecedented” has become ubiquitous in the past year. [...]
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Should You Consider Using a Private Annuity in Your Estate Plan?
For so many families, the thought of estate planning and acknowledging the inevitable is scary and unpalatable. No one wants to consider a future without their loved one and they [...]
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