Estate and Elder Law Information Center
Step-Up in Basis Rule is an Heir's Best Friend - The step-up tax adjustment has been under siege for decades but has so far survived the onslaughts. The provision, which reduces capital gains tax for estates, has been controversial since the 1970s. Policymakers would still love to get their hands on …
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Emotionally Adjusting to Retirement - There are three emotional fear factors when people consider retirement: The change from a work identity to a post-work identity can be a slow process, especially if you have significant emotional connections to your career. Focus your efforts on changing …
How To Choose A Trustee - Are you setting up an estate plan and searching for someone to name as the trustee for your estate? Naturally, you likely considered naming a family member or friend as your estate's trustee, seeing as they are the most familiar with you and vice versa. In most cases, …
Will vs. Trust: Cost, Process and Uses - Wills and trusts ensure your assets pass to heirs according to your wishes. You may want to use a will if you're married, have kids or own property. Setting up a trust is an extra step that makes sense if you have a large or complicated estate and/or need …
Know the Basics of Business Valuations - A business valuation can serve any of several purposes, but the goal is always the same: to find out the value of your business in dollars and cents. Armed with this knowledge, you'll never be caught off guard. Arguably, the most important part of a …
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