Protecting Assets from Divorce, Scams, and Taxes

A primer on donations, including tax considerations, donating stocks vs. cash, “bunching” donations, donor-advised funds (DAF), and more.

Experts explain why you’ll want to add provisions regarding tangible personal property, such as furniture, vehicles, electronics, and jewelry, to your will or trust.

Learn why funding your trust is vital for seamless asset transfer, minimizing legal issues and taxes, and safeguarding your beneficiaries’ future in this video.

Legal experts explain common scams against senior citizens, offer tips to avoid scams and outline steps to take if you are the victim of elder fraud.

Understand how to manage cryptocurrency in your estate and plan for the succession of your digital assets from estate planning experts.

Tips for adding a legacy contact to email/social media accounts and executors accessing digital property of disabled/deceased persons with no legacy contact.

An explanation of fiduciary income tax, how it differs from the estate tax, filing a fiduciary income tax return, and why estates always file two tax returns.

Estate planning experts explain why it is a bad idea to have an adult child as a co-signer on a bank account.

Understand your options when titling your home: Tenancy by the Entirety (TBE), Joint Tenants with Rights of Survivorship (JTWROS), and Tenancy in Common (TIC).

Overview of how to title property-joint ownership, tenancy in common, joint tenancy with right of survivorship, tenants by the entirety and community property.

Understand what community property is, how it affects assets such as a home or a business, what is quasi-community property and more.

Learn about the significance of gift tax exemption and estate tax exemption when considering a lifetime gift in estate planning.

An explanation of the portability of the estate and gift tax exemption and what to consider if electing to use it.

Learn about the significance of gift and estate tax exemptions and differences depending on your state when considering a lifetime gift in estate planning.

Learn when it’s important to create a premarital agreement and what to consider if you live in a community property state from estate planning attorneys.

Experts discuss joint tenancy, a form of property ownership where two or more people have interests in a property, often with a right of survivorship, JTWROS.

Learn the dos and don’ts of paying another person’s tuition or medical bills, what qualifies as tuition and medical expenses, and how to avoid gift tax.

Estate Planning experts give a step-by-step of the estate tax preparation and filing process, what’s required, extensions, exemptions, and the IRS’ response.

Understand what documents you should discuss and prepare for your college-bound and young adult when they turn 18, a legal adult.

A general overview of the risks and rewards associated with term and permanent life insurance policies and factors to consider in choosing the right policy.

Answers to your life insurance policy regarding ownership, insurance options, an explanation of irrevocable life insurance trust and more from an estate expert.

Experts explain a prenuptial agreement, aka premarital agreement, why you should consider one, when to discuss it in the marriage planning process, and more.

Estate experts explain what to know about how 529 Plans and educational savings plans work when saving for children’s higher education instead of retirement.

Estate planning experts explain the complexity of transferring firearms and guns in your will and offer tips regarding what to consider when bequeathing weapons.

Estate attorneys explain how to transfer assets to minor children, the Uniform Transfers to Minors Act (UTMA), 529 Plans, how to name a caregiver, and more.