The Law Offices of Brenton C. McWilliams – Blog
The Law Offices of Brenton C. McWilliams
Welcome to our blog. Here, you will find articles on topics relating to estate planning, elder law and probate.
Why Every Alabama Family Needs an Estate Plan — No Matter the Size of Their Estate
One of the most significant reasons why citizenship status matters in estate planning is the tax treatment of estates, particularly when it comes to federal estate and gift taxes. U.S. citizens and permanent residents (green card holders) benefit from the unlimited marital deduction, which allows them to transfer assets to a U.S. citizen spouse without incurring estate taxes.
Why Citizenship Status Matters in Estate Planning
One of the most significant reasons why citizenship status matters in estate planning is the tax treatment of estates, particularly when it comes to federal estate and gift taxes. U.S. citizens and permanent residents (green card holders) benefit from the unlimited marital deduction, which allows them to transfer assets to a U.S. citizen spouse without incurring estate taxes.
Estate Planning Essentials for Blended and Non-Traditional Families
At the Law Office of Brenton C. McWilliams, we recognize that families come in all shapes and sizes. The traditional nuclear family is no longer the only model, and estate planning needs to evolve to meet the needs of diverse family structures. Whether you're in a same-sex partnership, a blended family, or any other non-traditional...
Why Funding Your Trust is the Key to Effective Estate Planning
Creating a trust is a significant step in safeguarding your legacy and ensuring your assets are distributed according to your wishes. However, many people overlook a crucial aspect of trust planning: funding the trust. At the Law Office of Brenton C. McWilliams, we ensure your trust is properly funded to protect your assets and provide...
9 Estate Planning Strategies for High Net Worth Families
The Law Offices of Brenton C. McWilliams can help high net worth families explore estate planning strategies tailored to safeguarding your wealth and legacy. With greater assets comes greater complexity in how to effectively transfer wealth to future generations while minimizing taxes and maintaining control. Here are nine important...
