Real estate is often touted as one of the most lucrative investment avenues, with the potential for substantial wealth creation. However, to truly understand how money is made in the real es… Read More

This month, Elder Law Attorney Arthur Bergeron will discuss revocable and irrevocable trusts and testamentary trusts, and what happens with each after you pass away, including alternatives… Read More

As aggressive trial attorneys who litigate wills and trusts on behalf of abused beneficiaries, the lawyers of Albertson & Davidson, LLP, sometimes work with forensic accountant… Read More

According to a recent survey about 61% or 79 millions American households expect to receive or leave an inheritance. Having an estate plan is critical in allowing your assets to transfer w… Read More

Estate planning is a necessary exercise for anyone who wants to avoid leaving their family with potential legal problems upon their death. With a valid estate plan, you legally document how… Read More

If you have a large estate, it may be subject to heavy federal and state estate taxes when it passes to your beneficiaries. However, there are ways to pass certain assets, including insur… Read More

Martin and Palm Beach County Estate Planning and Estate Litigation Attorneys The purpose of our state’s inheritance law is to maintain the legal rights of Floridians regarding the dist… Read More

A U.S. citizen or Green Card holder does not have to pay U.S. taxes on an inheritance from an individual living outside the United States. However, there are IRS reporting requirements when… Read More

When it comes to estate planning, one of the most important documents you will ever create is your Will. This document spells out how you want your property and assets distributed after you… Read More

When considering your estate plan, one aspect that holds great significance is charitable giving. Not only can charitable contributions allow you to support causes you care about deeply, but… Read More

In the realm of financial planning, safeguarding your hard-earned wealth is paramount. One effective strategy that offers a multitude of benefits is the establishment of a trust. Trusts are… Read More

Explaining the step-by-step process of building generational wealth by placing an overfunded whole life insurance policy in a TRUST. #generationalwealth #wholelifeinsurance #lifeinsurancep… Read More

Estate planning isn’t just about distributing assets as it’s about ensuring your wishes are carried out after you pass, without unnecessary legal complexities. One of the primary… Read More

Estate planning is an integral aspect of financial security, safeguarding your hard-earned assets and ensuring they’re distributed according to your wishes upon your demise. But, a cru… Read More

Estate planning involves making important decisions about how your assets will be distributed after your passing. Two common estate planning tools are trusts and wills. Many people wonder wh… Read More

Asking about the difference between life insurance and annuities is common. The most common difference between life insurance and an annuity is that life insurance helps provide financial se… Read More

Individuals who act as administrators of wills and trusts in California have a fiduciary duty to the beneficiaries of those wills or trusts. If they were to breach that fiduciary duty, they… Read More

Selling a house that is in a trust can be an intimidating and complex process, but it need not be. Real estate investors are considered the best option for selling these properties because… Read More

Probate is the court-supervised process for transferring legal ownership of a deceased person’s assets and settling their debts and other financial affairs. Probate may require paying… Read More

If you are the beneficiary of a 401K or individual retirement account (IRA), notify the company and offer the required documents. Learn from an estate planning and probate lawyer what to g… Read More

Creating an estate plan in Georgia is a crucial step in ensuring that your assets are protected and distributed according to your wishes after your passing. Regardless of your age or financi… Read More