by Joel Levy | Apr 17, 2023 | Uncategorized
You’ve probably heard of the FDIC, or the Federal Deposit Insurance Corporation, especially given recent news about failed banks. But if you have an Estate Plan in place, you should also be aware that FDIC insurance can protect Trust accounts from certain...
by Joel Levy | Apr 3, 2023 | Blog
As you might imagine, fully understanding estate taxes – or any taxes – can be challenging. Thankfully, however, for most people, estate taxes should not be a pressing concern. This is because federal estate taxes do not kick in unless an estate’s value exceeds $12.92...
by Joel Levy | Oct 15, 2022 | Blog
There is a perception that Estate Plans are something that only the very wealthy need to worry about, with their complicated financial affairs and portfolios of assets. After all, we often use the term “estate” to refer to a large mansion located on a landscaped...
by Joel Levy | Oct 1, 2022 | Blog
When contemplating an Estate Plan, a common question that arises is: Why wait? Why not give part of my estate now, while I am alive? It is an understandable sentiment. For many people who are well off, it may seem callous to hold on to their assets until they die if...
by Joel Levy | Sep 29, 2022 | Blog
When people think of estate planning, they usually think it is only something they need to worry about if they have a spouse or children–in other words, Estate Plans are something you put in place to take care of your family in case you die. There is definitely a...
