Here Are Your Estate Planning Articles for Tuesday, May 25, 2021. I hope you find value in these educational articles. Regards, Joe
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Saved Articles

  • Tax Treatment for Family Members Working in the Family Business

    When you include family members in your business operations, there are tax treatments and employment tax rules that need to be applied. Click through to learn the right way to hire a family member.

    Saved on 04-21-2021 - Remove
  • Can You Use a Credit Shelter Trust?

    A credit shelter trust, which is created after the death of one's spouse, may be able to help with estate taxes. If you have enough assets to make estate tax an issue, it may be right for you. Click through to see how CSTs help assets pass tax-free to your heirs.

    Saved on 04-21-2021 - Remove
  • Community vs. Separate Property: What's the Deal?

    The whole premise of who owns what in a marriage depends on whether you live in a community property state or an equitable distribution state. Click through to see why knowing the laws of your state matter in marriage.

    Saved on 04-21-2021 - Remove
  • Settling a Deceased Person's Debts

    Debts typically become the responsibility of an estate after death. But how exactly are they handled — who has to pay? Click through for the details on debt and what heirs and executors must do to comply with the law.

    Saved on 04-21-2021 - Remove
  • What’s a Life Insurance Trust?

    A life insurance trust offers many benefits, including the ability to minimize estate taxes. Click through to see how they can help you potentially avoid estate taxes.

    Saved on 04-21-2021 - Remove
  • How To Choose a Funeral Home

    Few people like to think about it, but at some point, many of us will have to do it for a loved one. What factors do you need to consider? Click through to learn how to make a choice that satisfies your financial and emotional needs.

    Saved on 03-27-2021 - Remove
  • Being a Trustee: What Are the Responsibilities?

    You've been named a trustee for a trust. This comes with some serious duties and responsibilities. Do you know what they are? Click through for an introduction to what it means to be a trustee.

    Saved on 03-27-2021 - Remove
  • Financial Planning and Stepchildren

    About 35% of all married couples and 40% of couples that are married with children include a partner who has a child from a previous relationship. Click through for tips on division of assets with stepchildren.

    Saved on 03-27-2021 - Remove
  • Personal Finance Goals

    With the COVID-19 vaccine being distributed, perhaps it's time to take a look at your financial goals as we emerge from the pandemic. Click through for some thoughts on taking stock of your personal financial goals.

    Saved on 03-27-2021 - Remove
  • The Secret Power of Trusts

    Do you have a will? That's great, but it's only a beginning. You may also want a trust, which, contrary to popular belief, is not just for the wealthy. Click through for an overview of the problems trusts can solve.

    Saved on 03-28-2021 - Remove
  • Your Grandchildren and Your Estate

    A good estate plan can take many turns, and one of them may include skipping a generation and moving straight to your grandchildren. Click through to learn how this can work, and what kinds of tools you'll need.

    Saved on 03-28-2021 - Remove
  • How To Raise and Maintain a Credit Score

    More than ever, in today's tumultuous world, it is important to maintain a good credit score, even while economic difficulties make it tough. Click through to learn how to build and maintain healthy credit habits in good times and bad.

    Saved on 03-28-2021 - Remove
  • What To Know About the Alternative Minimum Tax

    The dreaded AMT has been with us for a while, but that doesn't mean it hasn't changed over the years. Is it likely to affect you, and if so, how? Click through for a review of the AMT and what it may mean to you.

    Saved on 03-28-2021 - Remove
  • Joseph R. Marion ​​​​​​​Joins Whelan, Corrente, Flanders, LLP.

    I am excited to let you know that as of February 15th, 2021, I have joined the law firm of Whelan, Corrente & Flanders, LLP.  Click the heading for full story.

    Saved on 03-28-2021 - Remove
Joseph R. Marion III
Joseph R. Marion III
Whelan Corrente & Flanders LLP
(401) 270-4500
106 Clock Tower Square
Portsmouth, RI 02874
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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