Estate Planning for Married Couples

Estate Planning for Married Couples can be done in consultation jointly, or quite individually.  In the case of second and third marriages, special considerations are normally observed because of children from previous marriages.  Estate planning should focus not only on providing for the surviving spouse, but also providing that each spouse’s estate will pass to his . . . → Read More: Estate Planning for Married Couples

Uniform Transfers to Minors Act

Beaune city center, France

Uniform Transfers to Minors Act is designed to allow for the transfer of money to a minor without the need for attorney drafted special trust.   Often used by grandparents as a tax planning device, the IRS allows for annual gifting, of up to $13,000,  to any other person without  tax consequences. . . . → Read More: Uniform Transfers to Minors Act