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 →
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 →