Financial Poise
Share this...

All Articles by Michelle Huhnke

digital estate planning, digital assets

Digital Assets Estate Planning

What happens to your digital assets at death? Recent law changes let you design and control a digital estate plan for your online property.


Will President Trump repeal the Estate Tax

Will President Trump Repeal the Estate Tax?

Will President Donald Trump repeal the Estate Tax? The truth is, thanks to the estate tax exemption, most Americans already experience a de facto repeal.


Stop Fighting About Money

Estate Planning for Unmarried Couples

The law confers certain advantages or qualities on married couples. This is true in the arena of estate planning. None of these preferences necessarily extends to unmarried couples.


Informal Estate Planning: Non-Probate Property

Often, a deceased person’s property passes wholly outside of the terms of their Will. This is called “non-probate” property because it does not have to go through the probate process at your death.


Treasury Department Proposes Limit on Use of Valuation Discounts in Estate Planning

The proposed Treasury regulations would ignore restrictions imposed by state law or by agreement. This would burden the ability of a family business owner to control and enjoy their estate planning protections.


Do I Need an Estate Plan?

Estate planning can be an emotional process. People simply don’t enjoy thinking about what will happen to their loved ones, pets and property at their death. One way to overcome the emotional obstacle to estate planning is to consider the problems that can be solved with a solid estate plan.


Share
Hide