Your Living Trust is Not Complete if it is Not Funded Properly

Kenneth BarneyEstate Planning Lawyer, Kenneth Barney, Trust Administration, Trusts, Wills AttorneyLeave a Comment

If you have taken the time to create a trust based estate plan and have not taken the next step to ensure all of your assets have been transferred (“funded”) properly, then your trust may not accomplish all that you have intended. Please use the following guidelines below to be certain you have funded your trust correctly to protect your … Read More

The Season of Giving: The “Fiscal Cliff” Coming to the Estate and Gift Tax Laws #EstatePlanningAttorney

Kenneth BarneyEstate Planning Lawyer, Kenneth BarneyLeave a Comment

Multi Generation Estate Planning

The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (“2010 Act”), was signed into law by President Obama on December 17, 2010. This Act provided a two year fix to the existing estate and gift tax problem. The 2010 Act substantially increased the estate and gift tax exemption from $1 million to $5 million in 2011 increasing … Read More