Estate and Gift Tax Laws for 2022 - And the IRS is now announcing 2023 Gift Tax Exclusion Amount
Estate and Gift Tax Laws for 2022 - IRS Announcing New Gift Exemption for 2023: $17,000
Guidance and a cautionary tale for personal representatives . . . . . .
There are planning tools you can use to help your Personal Representative administer your estate.
Wyoming Unclaimed Property--How to Make Sure ALL of Your Accounts and Property Transfer as You Intended
You can keep your accounts or other property from being unclaimed property at the state of Wyoming. Make sure your beneficiary designations on ALL of your accounts--bank accounts, investment accounts, policies, retirement accounts have proper beneficiary designations.
Here's how the new IRS life expectancy tables affected inherited and owner retirement accounts
Here's how the new IRS life expectancy tables affect required withdrawals from IRAs and 401(k) plans
The Top 20 - Options in modern estate planning in Wyoming - How to keep your plan current
Modern estate planning is more flexible that you might think. Be sure to contact your estate planning attorney regularly, especially where there are changed circumstances in your life.
Doing Good Deeds - Avoid Using Bad Deed Types and Clauses
Doing good deeds--avoid using bad deeds: Why using a warranty deed is usually the better choice
How do I title the assets in my trust?
How to title your trust assets for protection.
What are the rules if we have a joint account?
Where there are joint owners of an account, the burden is on the non-debtor account owner to prove what funds are not subject to execution.
Should I use a durable power of attorney to manage assets for my loved one?
Please be aware of the limited use of a durable power of attorney for estate planning and incapacity planning--this tool is not always the best tool for the job.
Capacity in Wyoming for Estate Planning
How is capacity defined in Wyoming for estate planning?
Whose interests in a trust take priority - the maker of the trust or the beneficiaries?
Balancing how I wish to make my trust and the benefit of the beneficiaries.
Who is the best choice for my Personal Representative?
There are several qualifications a person should have before you appoint them to be your Personal Representative.
What do I need to know about decanting or changing a trust in Wyoming?
A recent Wyoming Supreme Court opinion, in the April 2019 term, the Everston case (1029 WY 84), identified three purposes for a proposed decanting of a trust: (1) allowing Trust property to continue to be enjoyed by the Settlor's intended beneficiaries with favorable transfer tax and asset prote...