Recent Posts in Estates Category

  • 4 Tax-Savvy Ways to Pass Your Home to Your Children

    Posted By Jorgensen, Brownell & Pepin, P.C.

    24 Mar. 2017

    If you are considering giving your home to your children, bear in mind these cost-effective options for passing on property. There are a few methods for transferring property; depending on your situation and end-goals, you can determine which option works best for you. Leaving the House in Your Will The go-to method for passing your home to your children is to leave it to them in your will. By ...
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  • Four Estate Planning Myths That Could Impact Your Future

    Posted By Jorgensen, Brownell & Pepin, P.C.

    20 Feb. 2017

    The world of estate planning is full of myths and misinformation which if acted upon can drastically impact your future. If you have considered starting or updating your estate plan but were dissuaded by a piece of concerning information, it may be time to reconsider. Below our blog outlines and dispels some of the most common myths surrounding the estate planning process. I don’t have an ...
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  • Conflicts in Guardianships and Conservatorships, Part 1: "But I Have a Power of Attorney!"

    Posted By Jorgensen, Brownell & Pepin, P.C.

    19 May. 2016

    When most people think of conflict in a guardianship and conservatorship situation, they think of conflict among the family members deciding who will be appointed guardian and conservator for an elderly parent or other relative who may need assistance. However, there are times when the person may disagree about the need for help. It is quite common for a person in the early stages of ...
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  • High Net Worth Estates

    Posted By Jorgensen, Brownell & Pepin, P.C.

    7 Mar. 2016

    For 2016, an estate is not be subject to federal estate tax unless it is worth over $5.45 million. If your estate is worth more than that, you have a problem – a problem many of us wish we had. However, there are several options that can reduce the tax hit on a taxable estate. DO-IT-YOURSELFERS BEWARE The Internet has made information accessible to everyone, and there are several sites with ...
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