Spousal Lifetime Access Trust (SLAT)
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So, you are thinking about making a large gift that is sheltered from gift tax by the applicable exclusion amount. However, you have concerns about losing access to the gifted property ...
Do You need to file a gift tax return?
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If you transfer money or property to anyone during any year without receiving something of at least equal value in return, you may need to file a federal gift tax return (Form 709) ...
My husband just died. Do I have access to his accounts?
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Generally, if your name does not appear on the account, either as a joint owner with rights of survivorship, trustee (if the account is held in trust), or a beneficiary, you probably ...
Facing the Possibility of Incapacity
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Incapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day affairs. Incapacity can result from serious physical injury, mental or ...
Estate Planning: An Introduction
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By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death ...
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