March 2015

103, 2015

Does Your Estate Plan Protect Your Adult Beneficiaries?

If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous lawsuits and high divorce rates, [...]

103, 2015

When is an Estate Subject to State Death Taxes?

In the United States, certain states collect a death tax based on the value of the deceased person’s estate and who inherits it. Which States Collect a State Death Tax? As of January 1, 2015, [...]