Posts tagged Estate Planning
Estate Tax: Will Your Estate Have To Pay?

Season 3, Episode 25 – A will is your first step to being prepared for when you are gone. It’s something you do to protect your loved ones. But what about the taxes that are collected when you pass? What will your heirs end up with after the government receives their portion? Estate tax is complex. Careful planning, however, is how you protect those you leave behind from potentially excessive estate taxes. In this podcast episode, JDSA attorney Evan McCauley explains the things most of us likely don’t know about estate tax - and how to minimize the impact on your loved ones – in this episode, Estate Tax: Will Your Estate Have To Pay?

Read More
Using TEDRA Agreements to Settle Estate and Trust Disputes

Season 3, Episode 22 – Family disputes happen all the time. Siblings don’t always get along. And we all have “that” aunt or uncle. But when family members have a disagreement about the family estate, trust or other assets, hostility can further complicate the matter. So, how are estate and trust disputes resolved? Does everyone have a day in court? Or is there a more conciliatory method of dispute resolution that is a win-win for all parties? In this podcast episode, filled with thought-provoking examples, JDSA attorney Evan McCauley explains how disputes can be resolved while still maintaining family harmony in Using TEDRA Agreements to Settle Estate and Trust Disputes.

Read More