Category: Revocable Trusts

Estate and Gifts, Revocable Trusts, Irrevocable Trusts, Gift Tax

Should you file a tax return if your spouse died in the last two years?

Posted on July 14, 2021 by Torree J. Breen

Currently the estate tax exemption is $11.7 million per person or $23.4 million per couple and it is scheduled to… Continue reading →

Estate and Gifts, Torree J. Breen, Living Wills, Revocable Trusts, Wills, Irrevocable Trusts, Durable Powers of Attorney for Finances, Durable Powers of Attorney for Medical

Why You Need an Estate Plan

Posted on January 26, 2021January 26, 2021 by Heather

Why should you finalize an estate plan? It is a great act of love that allows for you to put… Continue reading →

Estate and Gifts, Divorce, Estate Tax, Torree J. Breen, Property Division, Revocable Trusts, Wills, Gift Tax

Rethink Your Loan To Family Members

Posted on February 1, 2020December 10, 2020 by wc_access

Throughout my years of practicing law, I have grown to appreciate that most families consist of similar family dynamics often… Continue reading →

Estate and Gifts, Torree J. Breen, Revocable Trusts, Wills

WHAT HAPPENS IF I DIE WITHOUT A WILL?

Posted on December 9, 2019December 10, 2020 by wc_access

If you are like most people, you dread thinking of finalizing your last wishes should you die unexpectedly. Most people… Continue reading →

Business Succession Planning, Estate and Gifts, Scott Breen, Revocable Trusts, Corporate and Business Law, Wills

Preparing Your Business for Success: The Importance of a Succession Plan

Posted on October 17, 2018December 10, 2020 by wc_access

We generally recommend that business owners form a corporation or limited liability company under which the business is operated primarily… Continue reading →