Have You Chosen the Right Trustee?
Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in...read more →
The Deceased Spouse’s Unused Exemption (DSUE): a Spouse’s Final Gift
Many families strive to build wealth for themselves, their children, and future generations. Congress recognized this reality by enacting the...read more →
Three Powerful Provisions in Your Financial Power of Attorney
A financial power of attorney is a legal document in which you designate a trusted decision maker (your “agent” or “attorney-in-fact”) to...read more →
Spousal Lifetime Access Trusts (SLATs): What You Should Know
Do you want to pay more taxes than you have to? Not many Americans would answer “yes” to that question. To minimize taxes, many people...read more →
How to Avoid a Long Will Probate: Utilize a Trust
After a loved one dies, their money and property must be distributed to the proper beneficiaries, either according to their Last Will and Testament...read more →
Three Things You Need to Know about Cryptocurrency and Your Estate Plan
Cryptocurrency’s popularity has rapidly increased in recent years, with more people buying and selling the digital currency. Here are three...read more →
Tax and Estate Planning: Gifting to a Charity
If you are considering donating to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving...read more →
7 Common Strategies to Reduce the Value of Your Estate for Tax Purposes
MM&C Estate Planning Attorneys advise clients on strategies to reduce the value of an estate for tax purposes. Here are seven common strategies...read more →
What You Should Know About Fiduciary Income Tax Obligations of Trusts
Although trusts are effective estate planning tools used to avoid probate and minimize estate and gift taxes, their income tax implications must...read more →