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Beers Mallers attorney Kurt R. Bachman

How Is a Disclaimer Helpful When a Spouse Passes with a Pour-Over Will?

Written By:author avatarKurt R. Bachman

author avatarKurt R. Bachman
Kurt is a Partner and General Civil Law Attorney.
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A legal disclaimer can be helpful for a surviving spouse with a pour-over Will by allowing assets solely owned by the deceased spouse to bypass the Family Trust and be transferred directly to the children, avoiding complex trust management and potentially unnecessary tax strategies.

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Tony Manns

Do You Need to Share Your Estate Plan with Heirs?

Written By:author avatarTony B. Manns

author avatarTony B. Manns
Tony is a Partner in our LaGrange Office, practicing Personal, Business, and Government Law.
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The toughest part of an estate plan may be just getting started. Taking the time to think through what you want and what is best for your loved ones and heirs can be a difficult, but rewarding, task.

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Janell Sprinkle

What is a Gifting Trust?

Written By:author avatarJanell M. Sprinkle

author avatarJanell M. Sprinkle
Janell M. Sprinkle is a Partner and Elder Law Attorney.
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A gifting trust is an estate planning tool that allows you to take advantage of the Federal gift tax exemption ($19,000 for 2025) to transfer wealth to your loved ones, while also allowing you to retain control of how and when the gifted funds are used.

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JesicaThorson-featured

How Much Can I Gift Each Year?

Written By:author avatarJesica L. Thorson

author avatarJesica L. Thorson
Jesica L. Thorson is a Partner and Elder Law Attorney.
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With Christmas and the end of the year approaching, I am often asked how much gifting can or should I do. The IRS has set an annual gift tax exclusion amount of $18,000.00 per person for the 2024 tax years.

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