Life, Death and Taxes-estate planning Archives | HALL BOOTH SMITH, P.C.

Life, Death and Taxes-estate planning

Why You Should Not Name Your Children (and Maybe Not Even Young Adult Children) as Direct or Contingent Beneficiaries on Life Insurance IRAs and Other Accounts

August 19, 2021

Life, Death and Taxes-estate planning

Why Everyone Needs a Will—Dispelling Some Common Misperceptions

October 26, 2020

Life, Death and Taxes-estate planning

What Every Parent of College Aged Children Needs to Know: Essential Estate & Financial Planning Documents for your Children

December 9, 2019

Life, Death and Taxes-estate planning

UTMA CUSTODIAL ACCOUNTS…(AND UTMA REMORSE!): Transferring a UTMA account to a trust

January 31, 2019

Blogs Life, Death and Taxes-estate planning

Using a “Credit Shelter” or a “Bypass” Trust in Your Will: a Good Thing or a Terrible (Tax) mistake? (and Why You Should Review Your Existing Will!)

November 4, 2016

Blogs Life, Death and Taxes-estate planning

Trusts Are NOT Just for the Wealthy! 7 Common Situations Where Trusts are Used by the Average Person

October 11, 2017

Life, Death and Taxes-estate planning

theresa.passarelli@warmspringsmc.org

January 28, 2021

Blogs Life, Death and Taxes-estate planning

The Use of Revocable or Living Trusts in Your Estate Plan – 8 Common Questions

February 9, 2017

Life, Death and Taxes-estate planning

The Basics of Probate and Estate Administration

Life, Death and Taxes-estate planning

steele_sl@hotmail.com

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