NASE Estate Talk

Protect Your Children

NASE — Thu, 15 Jul 2010 01:00:00 GMT

Q: My husband and I have three children under age six. Do we need wills?

A: You should each have ...

Titles To Assets

NASE — Wed, 14 Jul 2010 20:00:00 GMT

Q: My husband and I have real estate and other assets. Some assets are titled in our names as joint ...

My wife and I would like to give some of our estate to charity. What are the rules?

NASE — Wed, 14 Jul 2010 17:38:00 GMT

The IRS divides charities into two general groups: 50-percent charities and 30-percent charities. Generally churches, schools, hospitals, governmental units and certain ...

PROBATE and INTESTACY: What happens to your stuff after you die.

NASE — Wed, 14 Jul 2010 12:27:00 GMT

Posted by Jim Ferguson - Many of us have heard of “probate” but don’t really know what it is. Often ...

What happens if I die without a will, i.e. intestate?

NASE — Wed, 14 Jul 2010 12:00:00 GMT

Every state has laws, called intestacy laws, which determine what happens to real and personal property in the event that ...

How often should I revise my estate plan and/or have a new will drawn?

NASE — Wed, 14 Jul 2010 11:00:00 GMT

There is no hard and fast answer to these questions, however, we always recommend that you review your will (and trust documents ...

Choosing a Guardian: Who will take care of our minor children?

NASE — Wed, 14 Jul 2010 11:00:00 GMT

The most difficult estate planning decisions involve the simultaneous death of both parents, and the most difficult of those decisions ...

Gift Taxes

NASE — Sat, 03 Jul 2010 15:23:00 GMT

Q: We’d like to begin giving some of our estate away to our children. How can we do that without ...

Estate Taxes

NASE — Sat, 03 Jul 2010 14:10:00 GMT

Q: My wife and I are worth about $4 million. We have two adult daughters. How can I avoid estate ...

What's the difference between estate taxes and inheritance taxes?

NASE — Thu, 03 Jun 2010 23:00:00 GMT

Different jurisdictions use different terms for the taxes they levy when an individual dies so it isn't possible to make an absolute ...

Planning with Trusts, the Basics

NASE — Thu, 03 Jun 2010 20:00:00 GMT

Trusts can be grouped in to the following categories:

Living trusts - established while you are still alive
Testamentary trusts ...

Federal Estate Tax in 2010 - The Little-known Capital Gains Issue

NASE — Wed, 13 Jan 2010 17:09:43 GMT

This post is taken from Google's report of the New York Times article by Paul Sullivan
Wednesday, January 13, 2010...

Living Wills And Trusts

NASE — Mon, 04 Jan 2010 21:00:00 GMT

Q: What’s the difference between living trusts and living wills?

A: A "living trust" is an estate planning document that ...

Community Property

NASE — Mon, 04 Jan 2010 15:00:00 GMT

Q: Can you tell me how community property is handled for purposes of inheritance?

A: For purposes of inheritance each ...

What is a Revocable Living Trust?

NASE — Mon, 04 Jan 2010 15:00:00 GMT

A revocable living trust is a trust created and effective during the life of its creator, who, by the trust ...