Settling Into a New Estate Tax Environment

Settling Into a New Estate Tax Environment By Margaret Menicucci, Attorney & Counselor In my November 2nd blog, I reflected on the status of gift and estate taxation with the tax reform act looming in the background. The Tax Cuts … Continue reading

‘Tis the Season to Start Talking

‘Tis the Season to Start Talking By Margaret Menicucci, Attorney & Counselor My father passed away in 2010, after a long and meaningful life. Visits to my parents’ home were periodic because I live in a different state. In the … Continue reading

Federal Estate Tax Clarity Under New Reform

Federal Estate Tax Clarity Under New Reform By Margaret Menicucci, Attorney & Counselor You need a crystal ball to know how future tax reform will change current estate tax exemptions and rates. But, you don’t need a crystal ball to … Continue reading

Making Lifetime Gifts Free From Gift Tax

Your Will is not the only mechanism for transferring your assets to family members. Often, it makes sense to give family members financial gifts or gifts of property while you are still living. Those gifts may help an adult child … Continue reading

Testamentary Trust

Preparing your estate plan, in particular a will or revocable living trust, allows you to give what you own, to whom you want, in the way you want them to receive it. Planning for the possibility of dying when your … Continue reading

Rural Relationships – Domestic and Livestock Use of Surface Water

With the amount of rainfall we have had in recent months, many landowners are concerned about Domestic and Livestock use of surface water(“D&L Use”). Though a common practice on rural land, not all landowners understand their rights and obligations in relationship … Continue reading

The Importance Of A Carefully Developed Estate Plan

The most frequent comments I hear are, “We thought about getting our wills done, but we got too busy,” or “We put off getting wills because it was so hard to decide who would be our Executor or guardian for … Continue reading

Estate Planning with Blended Families

It is estimated that about 65% of remarriages in America involve children, making them what we have come to call “blended families.” These families face unique challenges in planning how to protect loved ones and pass on assets to the … Continue reading

New Deed Good For Texas Families

Families often believe that when two people, such as spouses, own real property together and one owner dies, the property automatically vests in the surviving owner.   In reality, joint owners of real property in Texas must go through a probate … Continue reading

Young Adults & Families Need Estate Plans

In a meeting of rural landowners talking about estate planning, one young man offered a piece of wisdom. He said that one of the best gifts his parents gave him when they died was a well-designed estate plan.  His parents’ … Continue reading

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