Recently, I have been helping an Executrix settle her uncle’s estate. She was his “favorite niece” and his Will provided that she would receive his entire residuary estate. The Will also provided that any inheritance taxes to paid as a Read More …
Tag: estate planning
Spousal Election Against the Will
An issue has come up in my practice recently involving a spouse’s election against her husband’s will. I prepared the will, which named his three children by previous marriage and second wife as co-equal beneficiaries. In addition, the will permitted Read More …
Gifting as Part of Estate Planning
Often times I get inquiries about the ramifications of making gifts as part of the estate planning process. There are a number of issues to consider before gifting should be done, including tax, Medicaid eligibility, control of assets and the nature of the assets Read More …
Estate Administration Guidance
If you are the named Executor under a will this is intended to give you guidance on what you should expect to occur during the estate administration process. Initially, you will need to obtain a death certificate from the funeral Read More …