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  • 6 Reasons Why You Should Have A Living Trust
    If youve ever thought about a living trust, its probably because you hate the idea of going through probate. Living trusts have been heavily marketed on that basis over the past several years and, yes,...
  • Inheritance taxes explained
    Reduce inheritance taxes by giving gifts!
    The inheritance tax is the same thing as the estate tax in the United States, but with a different name depending on the country that you are talking about. The...
  • Estate planning basics
    Greek philosopher Heraclitus had remarked that you cannot step into the same river twice i.e. time will never be the same... Change is the only constant factor and Death is the only certain thing...
  • Legal Wills In America - A Top Priority
    For most of us, life is hectic and we often put important issues such as preparing a legal will on the back burner. It is not a topic that most people like to think about, but the reality of having a legal...
  • Estate Tax: What It Is And How It Is Filed
    According to the Internal Revenue Service (IRS), an Estate Tax is a tax that is imposed on your right to transfer your property and belongings after your death. The individual who is in charge of handing...
  • Estate Planning for Santa Claus
    What if Santa and Mrs. Claus decided to do an estate plan? Although they would doubtless be great clients, the actual plan could be a challenge. What is the size of the Claus estate? It is extremely hard...
  • Your Yearly Living Trust Review
    Some time ago, Congress made certain changes to the estate taxes. As a result of the changes, effective January, 2004, the tax free amount increased to $1,500,000. (Back in 1997 it was $600,000.) This...
  • Oklahoma Estate Planning
    Oklahoma Estate Planning
    Careful planning of your Oklahoma estate will take passion, dedication and experience. Because your estate has been worked for and paid off over the period of your life, it is...
  • An Estate Planning Primer
    An estate is the total value of everything we own--and business and personal assets can add up quickly. Everyone has an estate. And realize it or not, everyone also has an estate plan. An estate plan can...
  • The Living Will
    A living will is not about who inherits your stocks and bonds when you die and it doesnt designate who gets the family home or your mothers jewelry. What a living will does is establish your wishes about...
  • What Is An Inheritance Tax And When Is It Applied?
    When an individual passes, on the federal government imposes an estate tax. This estate tax only applies to estate properties that are over one million fifty thousand dollars. The federal government is...
  • Is Estate Planning for Everyone?
    Many people think they dont need an estate plan. They relate the term to tax planning and feel that their estate is not big enough to bother. They therefore think estate planning has nothing to do with...
  • Inheritance taxes explained
    Reduce inheritance taxes by giving gifts!The inheritance tax is the same thing as the estate tax in the United States, but with a different name depending on the country that you are talking about. The...
  • When To Fund Your Living Trust - Part I
    I have received a number of emails lately about funding a living trust. Its a question that seems to confuse a lot of people because there appears to be several right answers. And, there are several right...
  • Say what? You Don't Have An Estate Plan . . . !
    If you havent taken the time to prepare your estate plan, youre not alone. According to a survey conducted by FindLaw.com, a whopping 55% of Americans havent even taken the time to have a will prepared,...
  • What Is An Inheritance Tax And When Is It Applied?
    When an individual passes, on the federal government imposes an estate tax. This estate tax only applies to estate properties that are over one million fifty thousand dollars. The federal government is...
  • What is Unclaimed Inheritance? Am I owed Any?
    Are you aware there is over $35 BILLION in unclaimed money in the United States and some of it is unclaimed inheritance. This article will tell you what unclaimed inheritance is and how to find out if...
  • Estate Planning Basics
    You have probably accomplished a great deal with your life. Over the years you have worked, planned and saved. Perhaps you have even made some sacrifices to achieve your current level of success. Its...
  • Estate planning basics
    Greek philosopher Heraclitus had remarked that you cannot step into the same river twice i.e. time will never be the same... Change is the only constant factor and Death is the only certain thing...
  • Estate Planning
    Estate planning can enable you to control your property while you are alive, take care of you and your loved ones if you become disabled, and give what you have to whom you want, the way you want, and...
  • The Revokable Trust: Is it Really Revocable?
    The revokable trust, really spelled as the revocable trust, or the revocable living trust, but many refer to as the revokable trust or the revokable living trust, is a very popular and common estate planning...
  • What is the Estate Tax?
    The Estate Tax is a tax on your right to transfer property at your death. It consists of an accounting of everything you own or have certain interests in at the date of death. The fair market value of...
  • Last Will And Testament Considerations
    Interest in a Last Will and Testament and other end of life planning documents skyrocketed during the coverage of Terri Schiavos case, but interest didnt always lead to action. It isnt that people laugh...
  • Fair Market Value of an Estate
    Fair Market Value is defined as: "The fair market value is the price at which the property would change hands between a willing buyer and a willing seller, neither being under any compulsion to buy or...
  • The New Rage: Incentive Trusts
    Todays baby boomers want more out of their estate planning than just passing along an inheritance to their children. They also want to pass along their values - and theyre using incentive trusts to do...
  • Last Will And Testament Considerations
    Interest in a Last Will and Testament and other end of life planning documents skyrocketed during the coverage of Terri Schiavos case, but interest didnt always lead to action. It isnt that people laugh...
  • The New Rage: Incentive Trusts
    Todays baby boomers want more out of their estate planning than just passing along an inheritance to their children. They also want to pass along their values - and theyre using incentive trusts to do...
  • Living Will Is An Answer To A Problem
    For many people, Terri Schiavo was the face of an emotional struggle over the right to live and the right to die. It sparked a heated global debate and inspired even the most apolitical citizens to take...
  • When is the return due?
    Generally, the estate tax return is due nine months after the date of death. A six month extension is available if requested prior to the due date and the estimated correct amount of tax is paid before...
  • Protect Your Legacy with Trusts
    Were you aware of the fact that almost 1 in 4 people over the age of 50 have a living trust? When used as a part of an estate conversation plan, tursts can help preserve more of your assets for your heirs...
  • RETIREMENT LIVING THE WAY YOU WANT IT
    GROWING AWARD WINNING SENIOR COMMUNITY IN LOVELY ASHLAND, OREGON Choices in retirement for our parents and ourselves present an ever increasing dilemma. Thanks to the dream of Madeline Hill, a pioneer...



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