Category: Estate Planning
Estate

Planning for Real Estate in a Foreign Country

Living abroad is very different from spending a few weeks there. In addition to the challenges of adapting to a foreign culture, prospective buyers must be aware of the financial, legal, and tax implications of buying real estate abroad before signing the dotted line.

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Flags flying in front of a courthouse like the one where the conservatorship proceedings are held
Estate Planning

Estate Planning for Military Families

It is always good for members of the military and their loved ones to create or revisit their estate plan. Military families face unique estate planning considerations that others do not, especially when a family member is deployed overseas or receives a temporary duty assignment. In addition, service members have access to special benefits and resources that can add complexity to the planning process, so seeking guidance if you are a military family is important.

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Estate Planning

Is an Income-Tax Time Bomb Lurking in Your Estate Plan?

As the federal estate tax exemption has ballooned from $5 million in 2011 to $13.99 million today, the need for estate tax planning has drastically decreased. However, with a top marginal income tax rate of 37 percent, the focus of estate planning has shifted to a new frontier: income tax basis planning.

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Death

The Legacy of Film Legend Val Kilmer

Actor Val Kilmer’s passing in April 2025 highlights estate planning issues that can affect almost anyone. Although Kilmer was a celebrity, these issues—including managing real estate in more than one

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Estate Planning

Adding Toppings to Your Estate Plan

As much as Americans love ice cream, our tastes run pretty plain. Vanilla, chocolate, and strawberry consistently dominate “Top 5” flavor lists.[1] When we add toppings, we usually reach for

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