Estate and Trusts
The Weekly Scenario: Beneficiary & Heirs
Question: My estate documents use the terms beneficiary and heir. Is there a difference between the two? Answer: The terms…
Read MoreThe Weekly Scenario: Special Needs Trusts
Question: I have an adult daughter who is developmentally disabled. She is able to work and receives Social Security Disability…
Read MoreThe Weekly Scenario: Talking To Your Children about Your Will
Question: Should we tell our kids what we plan to leave them under our Wills? Answer: Estate planning is often a…
Read MoreThe Weekly Scenario: Long Term Care Insurance For Future Costs
Question: Should I consider long term care insurance as a viable option to address my potential future nursing home costs?…
Read MoreHow to Make Tax-Efficient Gifts to Children, Grandchildren for Their Education
Herb Fineburg Published in the Legal Intelligencer As Published in the Legal Intelligencer One of the most commonly asked questions…
Read MoreThe Weekly Scenario: Roth IRA Contributions Under TCJA
Question: I have exceeded the ability to make a Roth IRA contribution this year. Is it still possible to make…
Read MoreThe Weekly Scenario: Alimony & Tax Cuts and Jobs Act of 2017
Question: I receive alimony as a primary source of income. Does the Tax Cuts and Jobs Act of 2017 (TCJA)…
Read MoreThe Weekly Scenario: Federal Estate Tax Exemption in Maryland & D.C.
Question: Will Maryland and/or D.C. follow the increase in the federal estate tax exemption? Answer: Yes, residents of Maryland and…
Read MoreThe Weekly Scenario: Estate Planning Without A Will
Question: My dad mentioned to me that he would like me to have his house when he passes away. I…
Read MoreThe Weekly Scenario: Are There States That Still Have An Estate Or Inheritance Tax?
Question: Are there states that still have an estate or inheritance tax? Answer: There are now 18 jurisdictions (17 states…
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