A single individual with an average-sized estate does not have to worry about estate taxes, but does need to think outside the box a bit when it comes to distributing his estate, as natural beneficiaries, such as children, are not present. Furthermore, the lack of a natural agent (spouse) also creates planning issues that need to be addressed. Read more . . .
Although a married couple with a moderate-sized estate may not be in danger of estate tax exposure, a more-than-basic estate plan may be needed where there are children from prior marriages. Even if the children are to be treated equally, protections need to be in place after the death of the first spouse to die. Read more . . .
Coming Soon . . .
- Married Couple (Traditional Family) - $1M Estate (Homer and Marge Simpson)
- Higher Net Worth Married Couple - $5M Estate (Thurston and Eunice Howell)
- Solo Business Owner - $4M Estate (Professor Farnsworth and Planet Express)
- Business Owner with Partner - $4M Estate (Carly, Sam, and Freddy and iCarly)