No Estate Taxes? You Still Need an Estate Plan
Increases in the estate tax exemption has an impact on how some people are thinking about life insurance, says ThinkAdvisor...
Category: Inheritance
Insights on inheritance laws, planning strategies, and how to pass on assets smoothly.
Who Pays What Taxes on an Inherited IRA?
I'm the executor of my mother's estate. She has an IRA where the beneficiary is her estate. When I withdraw this IRA into...
How Do I Handle an Inherited IRA?
With an inherited IRA, in many cases, the parent is the original beneficiary and the children are the successor...
How Does Federal Law Affect My Estate Plan?
One of the more complicated aspects of estate planning is that while probate, or the process of transferring property upon a...
Wisconsin Probate Law: Court Rules Gifts in Contemplation of Death Were Not Delivered
TL;DR: In a recent Wisconsin Probate case, the Wisconsin Court of Appeals ruled that an 88-year-old man’s intent to...