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Administrator Must File for Portability for Surviving Spouse, Court Says

Administrator Must File for Portability for Surviving Spouse, Court Says

The administrator of a decedent's estate in Oklahoma appealed an order from the trial court forcing the administrator to file a federal estate tax return

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How is Life Insurance Taxed in an Estate?

How is Life Insurance Taxed in an Estate?

“Life insurance can pass to your heirs free of tax, if you name the right beneficiary.”

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Check with Your Estate Planning Attorney about New Laws Now in Effect

Check with Your Estate Planning Attorney about New Laws Now in Effect

Determining a process for passing assets on to heirs is an integral part of the estate planning process. But it's not always easy to determine

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Four Important Dates to Consider When Reviewing Your Estate Plan

Four Important Dates to Consider When Reviewing Your Estate Plan

Whenever clients ask if they need to update their will or trust, the first question back to them is: “When was it created?” If they

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Single People and Estate Planning / York, PA

Single People and Estate Planning / York, PA

The number of singles is steadily growing. In 1970, slightly more than a third of Americans age 15 and older were single, according to the

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