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April 2013 Archives

Beneficiary designations: updating important

In recent years, Congressional action on esate taxes has focused on raising the exemption amount. The changes have increased the amount of assets that can be excluded from the federal estate tax. Individuals can now pass along up to $5.25 million without tax liability. For married couples, the amount is a hefty $10.5 million.

Making changes to a trust: amendment vs. restatement

Life never stands still. Even when you have crafted an estate plan that makes sense for you and your family, it's only natural that changes will come up. This doesn't mean there was anything wrong with your earlier planning. It simply means that life is dynamic and it is simply not possible to anticipate every possible change.

Estate planning and business succession: a case of family conflict

Succession planning is important for any organization. But it is particularly important for small businesses - especially it is a family-run small business. In a small business owned or operated by a family, changes in the family structure can directly affect the business itself.

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