Estate Tax 101: What is a Step-Up In Basis?

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Taxes

If you’re reading all the debates about the return of estate taxes, then you’ve probably run across the “step-up in basis” phrase. What is this mysterious step-up? And why do you care? Actually, the step-up...

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How To Contest A Will

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Wills and Trusts

While contesting a Will isn’t overly complicated, there are some rules you have to follow. First and foremost, you must have legal standing to challenge the contents of the Will. What this means is that...

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Tips to Help You Save Money on Estate Taxes

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Taxes

Passing on the wealth you’ve accumulated over the years to your heirs isn’t always as easy as it seems. With the $1,000,000 estate tax exemption scheduled to come back in 2011, a much larger group...

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Setting Estate Planning Goals

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Estate Planning

Having an idea of what you’d like your estate plan to do is a great first step to creating the plan itself. Setting goals will help you identify the tools you need to make the...

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