Disclaimer planning. a wait and see approach

Changes in the law, including those relating to the surviving spouse’s ability to “port” the decease spouse’s unused exemption, have created an opportunity for practitioners to utilize flexible strategies for families regarding shielding family assets from being subjected to estate taxation. Prior to portability, the estate ordinarily had to implement a static a/b type trust […]

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Do I need a will

People often ask if a Will  is absolutely necessary. The answer is almost always yes. There are so many factors to consider depending on the type of property involved and the identity of the heirs, whether homestead property is involved, but Generally speaking, it is best to always have a will as a back-up, even

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