Last Updated on November 9, 2022 by Tresi Weeks

Last Updated on November 9, 2022 by Tresi Weeks Grantor Retained Annuity Trusts (GRATs) ­are a mechanism by which wealthier individuals and couples can transfer appreciating assets to their heirs…

Last Updated on November 9, 2022 by Tresi Weeks

Last Updated on November 9, 2022 by Tresi Weeks Following the death of a family member, you may find yourself needing to sort through many possessions accumulated over the deceased’s…

Last Updated on September 13, 2022 by Tresi Weeks

Last Updated on September 13, 2022 by Tresi Weeks Some issues hit close to home. For me, this one hit very close. On July 7, a letter issued from my…

Last Updated on September 13, 2022 by Tresi Weeks

Last Updated on September 13, 2022 by Tresi Weeks Do you have a friend or loved one who receives Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI) and…

Last Updated on November 2, 2022 by Tresi Weeks

Last Updated on November 2, 2022 by Tresi Weeks Many relatives or caretakers of loved ones living with a disability may at some point need to be able to exert…

Last Updated on November 2, 2022 by Tresi Weeks

Last Updated on November 2, 2022 by Tresi Weeks Affordable, safe housing is one of the most crucial aspects of a person’s life, especially if that person has a disability….

Last Updated on November 2, 2022 by Tresi Weeks

Last Updated on November 2, 2022 by Tresi Weeks If your spouse dies, you may have to decide whether or when to sell your house. There are some tax considerations…

Parents usually want to leave their children equal shares of their estate, but equal isn’t always fair. If you plan to provide more (or less) for one child in your…

In most states, spouses can purchase and own property separately from one another. However, in certain states – called community property states – if one spouse purchases property, it is…

An intentionally defective grantor trust (IDGT) is a common estate planning tool that is used by wealthy families to transfer assets from one generation to the next while achieving significant…

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