Death Tax

A common concern of clients during the initial estate planning process is what happens to debt when you die. This is a valid concern for next of kin and estate beneficiaries, and we'll delve into it below. Who is responsible for paying off the debts of

Accessing the digital assets of a loved one after they have passed can be difficult. Below are some tips to make it easier for everyone. In the age of Covid-19, most of us do everything electronically. Banking, communicating, paying bills, shopping, storing

You may have heard about the “alternate valuation date” when valuing assets for federal estate tax purposes during estate administration. Generally, when a person dies, the personal representative is required to value the decedent’s assets as of

With the possibility of students returning to school during a pandemic, making sure they make the right decisions regarding their health is paramount. Colleges and univerisities across the country are releasing their return-to-school plans in an effort

High Swartz estate planning attorneys down and explains the highlights and how they can affect your retirement plans. What is the SECURE Act? The SECURE Act (Setting Every Community Up for Retirement Enhancement) is a bill designed to help Americans improve

Just when you thought you were done with the fine print of a dead loved one's will, you find an "ancillary" problem, in another state. In the following paragraphs we offer a brief understanding of probate, ancillary probate, and how one can avoid this