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Adult Guardianship 101

Posted on March 17, 2021 by

Our team here at Ruder Ware has focused previous blogs and other educational materials on ways to avoid adult guardianship (see Related Articles section at the end of my post); however, there may be some instances where guardianship is unavoidable.  Earlier this month, I attempted to simplify the guardianship process in my vlog.  This blog […]

Guardianships: What are They? What is the Process? Does it Apply to Me?

Posted on March 4, 2021 by

Attorney Ashley Hawley does her best to simplify the complicated guardianship process in her latest vlog.  If you have questions regarding the estate tax, Ruder Ware’s Estate Planning Team is here to help.  

What is the Estate Tax and How Does it Work?

Posted on February 17, 2021 by

Earlier this month, I provided a very brief overview of the estate tax in a vlog.  You can view the vlog here.  In this blog post, I’ll expand on estate tax basics. What is the estate tax?  At its foundation, the estate tax is a tax imposed on the transfer of property upon death.  It […]

Stimulus Payments: When Should I File My 2020 Taxes?

Posted on February 11, 2021 by

With Congress still negotiating a third round of stimulus payments, you should carefully consider when to file your taxes this tax season.  Tax season begins February 12th and ends April 15th.  Filing your taxes earlier or later within that time period may determine whether or not you receive the third stimulus payment and how much […]

Estate Taxes: What You Need to Know

Posted on February 3, 2021 by

Attorney Shanna Yonke attempts to simplify how the federal government’s estate tax works in her latest vlog.

Holiday Giving: Will My Gifts Have Tax Consequences?

Posted on December 14, 2020 by

The holiday season is a time of giving! With Christmas arriving next week, you might be rushing to find last minute gifts for the special people in your life. Have you considered potential tax consequences of those gifts? The annual gift exclusion for 2020 is $15,000. This means that an individual donor may gift $15,000 […]

Financial Powers of Attorney

Posted on October 23, 2020 by

Attorney Ashley Hawley closes out Ruder Ware’s honoring of National Estate Planning Awareness Week with an informative post on financial powers of attorney.  The concept of a financial power of attorney is that you draft a document naming an agent who can to step into your shoes to make financial decisions on your behalf.  

The Importance of Health Care Powers of Attorney

Posted on October 21, 2020 by

Our Estate Planning Team continues to honor National Estate Planning Awareness Week with their second vlog post.  Attorney Kayla Murphy educates viewers on what a health care power of attorney is, what their responsibilities are, and why it’s important you have this document drafted.

Ruder Ware’s Estate Planning Team Recognizes National Estate Planning Awareness Week

Posted on October 19, 2020 by

Our Estate Planning Team felt the best way to honor National Estate Planning Awareness Week was to launch their video blog.  The vlog will feature several members of the team speaking on estate planning-related topics important to our clients and friends.  In the inaugural post, Attorney Shanna Yonke discusses how to create a valid will.

Peter, Paul, and Mary Should Make Large Gifts – Now!

Posted on July 30, 2020 by , and

Peter, Paul, and Mary have done well for themselves. Each has a nice home, a seasonal residence, and a large IRA. Coincidentally, each also has an additional $11 million worth of real estate, savings, brokerage accounts, and closely-held business interests. We advised Peter, Paul, and Mary that in 2020 each has a federal gift and […]