Tag: estate planning

4 Estate Planning Steps You Must Take After the Death of a Spouse

Posted on | by Tom | Leave a Comment on 4 Estate Planning Steps You Must Take After the Death of a Spouse

August 17, 2017

When a spouse passes away, thinking about “the estate” might be the last thing on your mind. And while it’s necessary to give yourself ample time to process the loss of your partner, it’s also imperative you talk with your estate planning attorney sooner rather than later — or you might be facing some pretty unpleasant consequences. Continue reading →

Tips for Working with a Law Firm

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July 20, 2017

Get the Most Out of Your Work with Your Lawyer: When you hire an attorney for estate planning, help with a loved one’s estate, or any other legal matter you want to make sure that the work gets done as quickly as possible and at the best possible value.  Here are some tips to have the most useful and value-oriented law firm experience. Continue reading →

The sun has risen again. How you and your family can benefit from a (legal) late portability election.

Posted on | by Tom | Leave a Comment on The sun has risen again. How you and your family can benefit from a (legal) late portability election.

July 6, 2017

The concept of “portability” is still relatively new in the law of estate planning, having become available only after 2011. Since then, it’s been both a blessing (for its tax saving benefit) and a curse (because of rules that seemed to be constantly shifting). Fortunately, the IRS has recently clarified some important deadlines about portability. Continue reading →