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Recent Trust & Estates Posts

  • 26 Jan 2022

    2022 Estate & Gift Tax Update

    2022 continues the recent trend of an historically large federal unified exemption amount for bequests and lifetime gift-giving, and because of this significant change from earlier years, careful review of tax planning provisions in existing estate planning documents is warranted ‒ as well as consideration of lifetime gift planning.
    Gay P. Vinson Trust & Estates
    Continue Reading
  • 08 Dec 2020

    2021 Estate & Gift Tax Update

    2021 continues the recent trend of an historically large federal unified exemption amount for bequests and lifetime gift-giving, and because of this significant change from earlier years, careful review of tax planning provisions in existing estate planning documents is warranted ‒ as well as consideration of lifetime gift planning.
    Gay P. Vinson Trust & Estates
    Continue Reading
  • 10 Dec 2019

    2020 Estate & Gift Tax Update

    2020 continues the recent trend of an historically large federal unified exemption amount for bequests and lifetime gift-giving, and because of this significant change from earlier years, careful review of tax planning provisions in existing estate planning documents is warranted ‒ as well as consideration of lifetime gift planning.
    Gay P. Vinson Trust & Estates
    Continue Reading
  • 08 Oct 2019

    IRS Steps Up Focus on Cryptocurrency

    The Agency's recent flurry of letters to cryptocurrency owners, coupled with additional if overdue guidance, sheds light on its thinking.
    Gay P. Vinson Trust & Estates
    Continue Reading
  • 16 Apr 2019

    Offshore Accounts? Hiding Assets? Who, Me? The FinCEN, the FBAR, and the FATCA.

    Many U.S. citizens or residents own bank and other financial accounts located outside the United States for perfectly legitimate reasons, but some may be unintentionally running afoul of "money laundering" laws -- and risking stiff penalties -- by not annually reporting those accounts when the value exceeds $10,000.
    Gay P. Vinson Trust & Estates
    Continue Reading
  • 04 Dec 2018

    2019 Estate & Gift Tax Update

    2019 continues the recent trend of an historically large federal unified exemption amount for bequests and lifetime gift-giving, and because of this significant change from earlier years, careful review of tax planning provisions in existing estate planning documents is warranted ‒ as well as consideration of lifetime gift planning.
    Gay P. Vinson Trust & Estates
    Continue Reading
  • 17 Jul 2018

    Who Gets My 401(k)?

    The determination of who gets your 401(k) at your death depends on a combination of factors -- whom you intend as a beneficiary of your Plan is not always the same person as who is your Beneficiary.
    Gay P. Vinson Trust & Estates
    Continue Reading
  • 09 Jan 2018

    2018 Estate & Gift Tax Update

    2018 brings a large increase to the federal unified exemption amount for bequests and lifetime gift-giving, and this significant change warrants careful review of tax planning provisions in existing estate planning documents ‒ as well as consideration of lifetime gift planning.
    Gay P. Vinson Trust & Estates
    Continue Reading
  • 12 Sep 2017

    Should We Get Married?

    The ultimate question of whether to marry is far beyond the scope of a law-related article, but there are a number of legal implications pertaining to one's financial matters that arise upon the declaration of "I do," some of which are the subject of this month's A Legal Moment.
    Gay P. Vinson Trust & Estates
    Continue Reading
  • 19 Apr 2017

    Who Gets What? The Right of Survivorship Feature in Jointly Owned Assets

    Although an effective tool generally to avoid probate, a Right of Survivorship Feature in jointly owned assets can have unintended consequences.
    Gay P. Vinson Trust & Estates
    Continue Reading
  • 13 Dec 2016

    2017 Estate & Gift Tax Update

    While 2017 brings only incremental increases in the Federal exclusion amounts for bequests and lifetime gift-giving, the significant changes in, and uncertainty about, exclusion amounts over the past 5-10 years warrant careful review of tax planning provisions in older estate planning documents.
    Philip J. Roth Gay P. Vinson Trust & Estates
    Continue Reading
  • 12 Jul 2016

    Asset Titling: How is Your Car Titled?

    The manner in which assets are titled can have significant repercussions in terms of transfer at the owner’s death -- and potentially in other areas. With that in mind, you may wish to take a moment to check the title to your car; what you find may surprise you.
    Gay P. Vinson Trust & Estates
    Continue Reading
  • 09 Feb 2016

    2016 Estate & Gift Tax Update

    Recent increases in the Federal exclusion amounts for bequests and lifetime gift-giving warrant reviewing existing estate planning documents.
    Gay P. Vinson Trust & Estates
    Continue Reading
  • 13 Oct 2015

    PODs & TODs: Proceed (or Not!) with Caution

    Setting up "Payable on Death" and "Transfer on Death" accounts warrants extreme caution, and in many cases, it may be better to forego such designations altogether.
    Gay P. Vinson Trust & Estates
    Continue Reading
  • 10 Jun 2015

    IRA & Life Insurance Beneficiary Designations: Time for a Tune-up?

    A substantial portion of a person’s assets may be governed by beneficiary designations rather than by the terms of that person's Will. It is important to pay careful attention to beneficiary designations to make sure, in the event of your death, that your property is distributed according to your wishes.
    Gay P. Vinson Trust & Estates
    Continue Reading

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Trust & Estates Posts Index

  • 2022 Estate & Gift Tax Update
  • 2021 Estate & Gift Tax Update
  • 2020 Estate & Gift Tax Update
  • IRS Steps Up Focus on Cryptocurrency.
  • Offshore Accounts? Hiding Assets? Who, Me? The FinCEN, the FBAR, and the FATCA.
  • 2019 Estate & Gift Tax Update
  • Who Gets My 401(k)?
  • 2018 Estate & Gift Tax Update
  • Should We Get Married?
  • Who Gets What? The Right of Survivorship Feature in Jointly Owned Assets
  • 2017 Estate & Gift Tax Update
  • Asset Titling -- How is Your Car Titled?
  • 2016 Estate & Gift Tax Update
  • PODs & TODs: Proceed (or Not!) with Caution
  • IRA & Life Insurance Beneficiary Designations: Time for a Tune-up?
  • 2015 Estate & Gift Tax Update
  • Living Wills
  • Estate Planning Strategies: Designating Charities as IRA Beneficiaries
  • Gift Tax Basics for 2014
  • Selling a Decedent’s Real Estate: Who is the Seller?

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    Recent Posts

    1. August 8, 2023
      NC Shores Up Protection Afforded to Restrictive Covenants under the Marketable Title Act
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    2. June 06, 2023
      Remote Electronic Notarization Inches Closer to Reality in North Carolina
      read more
    3. January 18, 2023
      2023 Estate & Gift Tax Update
      read more

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