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Should I have a Trust?

Trusts are an increasingly popular estate planning tool, as they provide many benefits.  Trusts permit property owners (the “Settlor”) to transfer assets out of their individual name, to a trust, where the assets can be handled, managed, and ultimately passed to successor beneficiaries.  Here are some of the most common reasons for creating a trust: 

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Leave a Legacy, Not Just an Estate

People are more than just the sum of their assets!  During life, each of us leaves a mark on the world.  Who we are and how we conduct ourselves impacts our friends, families, associates, and perhaps even strangers whom we’ve only encountered briefly.  These intangibles, (i.e. our memories, values, visions, personality, skills, beliefs, jokes, traditions,

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President Biden’s Proposed Changes to Income and Estate Tax

President Biden has proposed some drastic tax law changes.  These changes include altering the step-up in basis tax break, capping gains that can be deferred, as well as potentially lowering the estate tax exemption.   PROPOSED CHANGES TO STEP-UP IN BASIS AND INCREASED CAPITAL GAINS TAXES The American Families Plan as proposed by President Biden

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Death of a Loved One

There is a life that needs to be closed out after someone dies, which is often a process that takes time and hard work.  After the appropriate medical professional issues the legal pronouncement of death, and after loved ones arrange the funeral and burial or cremation, the funeral home often helps you obtain one or

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What is Probate? And Why Do I Need to Avoid It?

Roger Rabbit:“Yeah. Check the probate. Why, my Uncle Thumper had a problem with HIS probate, and he had to take these big pills, and drink lots of water.” Eddie Valiant:“Not prostate, you idiot. PROBATE.” Roger Rabbit is not the only one confused about what probate is.  While most people today probably have a basic understanding

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Tax Policy in November & in 2021 - Braun Siler Kruzel PC

So, What Happens With Tax Policy in November and in 2021?

Since March 2020, the U.S. Government has spent more than $3 trillion dollars in Coronavirus relief.  The government had previously been running at annual budget deficits of close to $1 trillion dollars per year.  And the nation faces an election in November with a possible change in administrations.  So, what tax changes may be likely? 

Read More »
Foundations of Estate Planning - Braun Siler Kruzel PC

Foundations of Estate Planning

Are you interested in estate planning in order to ensure the safety and security of your beneficiaries in the event of your death? Or maybe you own a business or have other unique situations and aren’t sure that a standard Will is enough to protect your assets? If you’ve never dealt with estate planning before,

Read More »

Should I have a Trust?

Trusts are an increasingly popular estate planning tool, as they provide many benefits.  Trusts permit property owners (the “Settlor”) to transfer assets out of their individual name, to a trust, where the assets can be handled, managed, and ultimately passed to successor beneficiaries.  Here are some of the most common reasons for creating a trust: 

Read More »

Leave a Legacy, Not Just an Estate

People are more than just the sum of their assets!  During life, each of us leaves a mark on the world.  Who we are and how we conduct ourselves impacts our friends, families, associates, and perhaps even strangers whom we’ve only encountered briefly.  These intangibles, (i.e. our memories, values, visions, personality, skills, beliefs, jokes, traditions,

Read More »

President Biden’s Proposed Changes to Income and Estate Tax

President Biden has proposed some drastic tax law changes.  These changes include altering the step-up in basis tax break, capping gains that can be deferred, as well as potentially lowering the estate tax exemption.   PROPOSED CHANGES TO STEP-UP IN BASIS AND INCREASED CAPITAL GAINS TAXES The American Families Plan as proposed by President Biden

Read More »

Death of a Loved One

There is a life that needs to be closed out after someone dies, which is often a process that takes time and hard work.  After the appropriate medical professional issues the legal pronouncement of death, and after loved ones arrange the funeral and burial or cremation, the funeral home often helps you obtain one or

Read More »

What is Probate? And Why Do I Need to Avoid It?

Roger Rabbit:“Yeah. Check the probate. Why, my Uncle Thumper had a problem with HIS probate, and he had to take these big pills, and drink lots of water.” Eddie Valiant:“Not prostate, you idiot. PROBATE.” Roger Rabbit is not the only one confused about what probate is.  While most people today probably have a basic understanding

Read More »
Tax Policy in November & in 2021 - Braun Siler Kruzel PC

So, What Happens With Tax Policy in November and in 2021?

Since March 2020, the U.S. Government has spent more than $3 trillion dollars in Coronavirus relief.  The government had previously been running at annual budget deficits of close to $1 trillion dollars per year.  And the nation faces an election in November with a possible change in administrations.  So, what tax changes may be likely? 

Read More »
Foundations of Estate Planning - Braun Siler Kruzel PC

Foundations of Estate Planning

Are you interested in estate planning in order to ensure the safety and security of your beneficiaries in the event of your death? Or maybe you own a business or have other unique situations and aren’t sure that a standard Will is enough to protect your assets? If you’ve never dealt with estate planning before,

Read More »