Estate and Trusts
The Weekly Scenario: Online Will Programs
Question: I’m interested in having a Will drawn up. How good are the online Will programs?
Read MoreThe Weekly Scenario: Correcting An Excess Contribution and Regular IRA Contributions Limits
Question: What is the limit for regular IRA contributions and how do I correct an excess contribution?
Read MoreThe Weekly Scenario: When Is A Special Needs Trust Useful?
Question: Are there times a special needs trust would be useful outside of protecting a beneficiary from receiving government support in a means-tested program?
Read MoreUpdated Estate And Gift Tax Exclusions For 2019
The Tax Cuts and Jobs Act of 2017 created sweeping amendments in federal tax legislation, including important modifications to the federal estate and gift tax laws. The impact of the federal estate tax changes on the D.C. and Maryland estate tax systems created a frenzy of local legislation during 2018. As the dust settles on 2018, there is more clarity for estate tax exemptions in 2019.
Read MoreThe Weekly Scenario: Preparing An Estate Plan As An Unmarried Couple
Question: What do unmarried couples need to consider in preparing an estate plan?
Read MoreThe Weekly Scenario: Changing The Ownership Of My Retirement Plan
Question: Should I change the ownership of my retirement plan to my revocable (living) trust?
Read MoreThe Weekly Scenario: Does A Will Substitute For A Trust?
Question: What does the term ‘portability’ refer to in the estate tax context?
Read MoreThe Weekly Scenario: Nursing Home Surveillance?
Question: Am I able to install a surveillance camera in my mother’s or father’s room at the nursing home? Answer: Technology…
Read MoreThe Weekly Scenario: What Does The Term ‘Portability’ Refer To In The Estate Tax Context?
Question: What does the term ‘portability’ refer to in the estate tax context? Answer: For a married couple, any unused federal…
Read MoreThe Weekly Scenario: Affirmatively Disinheriting A Child In My Estate Planning Documents
Question: If I affirmatively disinherit a child in my estate planning documents, can my child contest it? Answer: Anyone can file…
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