Distinctions Between a First-Party Special Needs Trust and a Third-Party Supplemental Needs Trust
First Party Versus Third Party SNT A First-Party Special Needs Trust (SNT) and a Third-Party Supplemental Needs Trust (SNT) are…
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Gifting to a Minor with Special Needs
Gifting to a Minor with Special Needs We previously have posted blog entries about special needs planning and about gifting. …
If A Decedent Dies Without A Will, How Are The Assets Distributed?
If A Decedent Dies Without A Will, How Are The Assets Distributed? Each state has statutes called “Intestacy” statutes that…
Estate Tax Exemption And Annual Gift Tax Exclusion For 2021
Estate Tax Exemption And Annual Gift Tax Exclusion For 2021Official Estate and Gift Tax Limits for 2021 The Internal Revenue…
Single ? Estate planning is still essential.
Single? Estate planning is still essential. More people are living single than ever before. In 1970, just about one-third of…
The “Dirty Dozen” – IRS Warns Against Scams
The “Dirty Dozen” – IRS Warns Against Scams Each year, the IRS puts out its “dirty dozen” list. This is…