Planning Pitfall: Probate vs. Non-Probate Property
By Rennee R. Dehesa, Esq.
Transfer of property at death can be rather complex. Many are under the impression that instructions provided in a valid will are sufficient to transfer their assets to the individuals named in the will. However, there are a myriad of rules that affect...
Beware of “Simple” Estate Plans
By Roy Schneider, Esq.
"I just need a simple will." It’s a phrase estate planning attorneys hear practically every other day. From the client’s perspective, there’s no reason to do anything complicated, especially if it might lead to higher legal fees. Unfortunately, what may appear to be a...
Charitable Giving
By Roy Schneider, Esq.
Many people give to charity during their lives, but unfortunately too few Americans take advantage of the benefits of incorporating charitable giving into their estate plans. By planning ahead, you can save on income and estate taxes, provide a meaningful contribution to the...
Year-End Gifts
By Roy Schneider, Esq.
If you’re like most people, you want to make sure that you and your loved ones pay the least amount of tax possible. Many use year-end gift giving as a way to transfer wealth to younger generations while also reducing the overall estate tax...