Category: Estate Planning


Estate Tax Relief for Surviving Spouses

Marriage is a sacred bond. You have made vows to your spouse, who is your partner in life and is your most important relationship. You have worked hard together, raised children together, and planned your lives together. That is why when people plan their estates, the first priority is often to make sure that their  … Read more

Recovering Estate Assets

Recovering Estate Assets

Being named executor or administrator of an estate is an enormous responsibility. There are complex laws, highly specific pleadings and procedures, and crucial deadlines. Further, the executor has a fiduciary duty to the estate to carry out these responsibilities with reasonable care. Ultimately though, the role of executor is a hallowed promise to honor the  … Read more

Estate Tax Audits

Estate tax returns have become relatively rare over the past decade. Since the early 2000’s, the estate tax exemption has been quickly rising, resulting in far fewer estates having to file estate tax returns. Because the number of estate tax returns has been dropping, the IRS has had a statistically greater opportunity to scrutinize the  … Read more

When to Modify Your Estate Plan

If you have ever put together your estate plan, or served as an executor or trustee, you know how much time and energy go into the planning process. You know that it is a labor of love—as you are literally trying to provide for the future of people whom you care about. It is also  … Read more

The Importance of Proper Estate Appraisals

The Importance of Proper Estate Appraisals

Executors have the most important role in the probate process. They are responsible for everything from filing the will and death certificate and opening the probate process, through the final order and distribution of assets. In fact, they have legal duties to the estate and can be held personally liable if they breach these duties.  … Read more

Breach of Fiduciary Duty

Breach of Fiduciary Duty

When preparing a will, one of the big decisions is who to appoint as executor. This is the person or firm that you are putting in charge of taking your estate through a probate court. If you pass away without a will, an administrator is appointed in this role. Why is choosing this representative such  … Read more