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Julie Garber

Updated Articles and Resources

By Julie Garber

    Updated Articles and Resources
    • How to Obtain a Copy of a Deceased Person's Will Created: Monday, September 05, 2011 Updated: Tuesday, April 22, 2014
      If you're looking for a copy of a deceased person's last will and testament, then here are the steps that you need to take to locate it.
    • Gift Tax Exclusion: Annual Exclusion vs. Lifetime Exemption Created: Wednesday, November 21, 2012 Updated: Tuesday, April 22, 2014
      What's the difference between the annual exclusion from gift taxes and the lifetime gift tax exclusion? Find out here.
    • How to Protect Your Assets from Creditors and Lawsuits Created: Sunday, September 20, 2009 Updated: Tuesday, April 22, 2014
      With the U.S. economy in distress and property foreclosures at all time highs, lately asset protection has become a hot topic. But what exactly is it, and how can you protect your assets?
    • Disinheriting a Child or Relative - A Serious Decision With Serious Consequences Created: Friday, March 29, 2013 Updated: Tuesday, April 22, 2014
      While in all but one of the U.S. states you are free to disinherit your children and other relatives (but not your spouse), actually doing it should not be taken lightly or decided on a whim. Here ...
    • What is the Gift Tax and Who Pays It? Created: Friday, April 10, 2009 Updated: Monday, April 21, 2014
      The federal gift tax is one of the most misunderstood and often ignored taxes assessed by the federal government. Two states also assess gift taxes. Learn what the gift tax is and who is responsi...
    • State Inheritance Tax Chart Created: Monday, September 07, 2009 Updated: Monday, April 21, 2014
      Currently the District of Columbia and a handful of states collect a state estate tax, while only a six states collect a state inheritance tax. Learn the difference between an estate tax and an in...
    • What Are the Grounds for Contesting a Will? Created: Saturday, July 04, 2009 Updated: Monday, April 21, 2014
      At least once a month I receive a call from a potential client who wants to contest the validity of a loved one's will, and at least once a month I explain the four legal reasons for challenging a ...
    • Lifetime Exemption From Federal Gift Taxes: 1997 - 2014 Created: Saturday, July 23, 2011 Updated: Sunday, April 20, 2014
      Over the years the lifetime exemption from federal gift taxes has gradually increased while the gift tax rate has gradually decreased. Here you will find a chart that shows the changes in the life...
    • States Without an Estate Tax or an Inheritance Tax in 2014 Created: Monday, October 28, 2013 Updated: Sunday, April 20, 2014
      In 2014 a majority of U.S. states will not collect an estate tax or an inheritance tax at the state level. Find out if your state is one of them.
    • Prince Diana's Estate - What Does Princess Diana's Will Say? Created: Saturday, May 19, 2012 Updated: Sunday, April 20, 2014
      Diana, Princess of Wales, died on August 31, 1997, at the young age of 36. Her last will and testament was signed several years before her death and the first and only codicil to the will was signed about a year and a half before her death. But in the end the will and codicil did not dictate what happened to Princess Diana's estate. Here you will find out why and who inherited her estate.
    • States With an Estate Tax or Inheritance Tax in 2014 Created: Monday, October 28, 2013 Updated: Sunday, April 20, 2014
      In 2014 less than half of the U.S. states still collect an estate tax or an inheritance tax (or both) at the state level. Find out if your state is one of them.
    • Residuary Clause Created: Sunday, April 20, 2014 Updated: Sunday, April 20, 2014
      Residuary Clause
    • Annual Exclusion From Gift Taxes: 1997 - 2014 Created: Friday, February 27, 2009 Updated: Friday, April 18, 2014
      The annual amount exempt from the federal gift tax, called the annual gift tax exclusion, was indexed for inflation beginning in 1997 and has slowly increased over the years. Here you will find a ...
    • Who Gets a Copy of a Will After the Testator Dies? Created: Saturday, December 06, 2008 Updated: Friday, April 18, 2014
      When someone dies, you've probably seen in the movies or on TV or read in a book about "the reading of the Will." Unfortunately, this is purely a theatrical device designed to create drama in a fic...
    • Exemption From Estate Taxes Created: Sunday, March 02, 2008 Updated: Thursday, April 17, 2014
      Definition of Exemption From Estate Taxes
    • Archive of 2014 Weekly Wills & Estate Planning Newsletters Created: Sunday, January 05, 2014 Updated: Wednesday, April 16, 2014
      2014 Weekly Wills and Estate Planning Newsletters
    • Overview of 2013 Estate Tax Filing Requirements Created: Sunday, October 07, 2012 Updated: Wednesday, April 16, 2014
      The 2013 tax year ushered in some significant changes to the laws governing federal estate taxes. Learn when a federal estate tax return (IRS Form 706) is required to be filed for deaths that occur...
    • Living Trust vs. Revocable Trust vs. Revocable Living Trust Created: Monday, March 12, 2012 Updated: Wednesday, April 16, 2014
      When it comes to understanding trusts, it is very important to understand that the name of the trust usually does not matter. What matters most is what the written trust agreement says.
    • Overview of Rhode Island Estate Tax Laws Created: Tuesday, April 20, 2010 Updated: Wednesday, April 16, 2014
      If you live in Rhode Island, then you live in one of the remaining states that collects a state estate tax or a state inheritance tax. The estates of Rhode Island residents, as well as the estates ...
    • What is a Will Contest and When Can a Will Contest Be Filed? Created: Monday, July 06, 2009 Updated: Wednesday, April 16, 2014
      A will contest is a type of lawsuit that is brought to challenge the validity of a Last Will and Testament and can be filed at one of two points during the probate process.
    • IRA Trust - A Special Type of Revocable Trust for Your IRA Created: Sunday, March 22, 2009 Updated: Wednesday, April 16, 2014
      If you have assets valued at $200,000 or more in an IRA, then you should consider setting up a type of revocable living trust that's specifically designed to be the beneficiary of your IRA, commonl...
    • How Do You Make Changes to Your Revocable Living Trust? Created: Friday, January 16, 2009 Updated: Wednesday, April 16, 2014
      One of the benefits of a Revocable Living Trust is that it gives you the flexibility to make changes to the terms of it at any time. But how do you make changes to your trust that will be legally v...
    • Revocable vs. Irrevocable Trusts Created: Monday, February 25, 2008 Updated: Wednesday, April 16, 2014
      When it comes to understanding trusts, knowing the difference between revocable and irrevocable trusts is crucial. If you ask for a revocable trust and get an irrevocable one, or vice versa, the legal and tax consequences will be significant.
    • What Types of Assets Can Go Into a Revocable Living Trust? Created: Sunday, April 12, 2009 Updated: Wednesday, April 16, 2014
      If you've created a Revocable Living Trust to plan for mental disability and avoid probate and you think that your estate plan is done once you've signed the trust agreement, it isn't. Why not? Bec...
    • When is Probate Necessary? Created: Sunday, October 12, 2008 Updated: Wednesday, April 16, 2014
      A frequent question I'm asked as an estate planning attorney is "When is probate really necessary?" As with many estate planning questions, the answer depends on many different factors. Here you ...
    • How Long Will Probate Take? Created: Tuesday, September 23, 2008 Updated: Wednesday, April 16, 2014
      One of the first questions I'm asked when I sit down with the Personal Representative of a new estate is "How long is probate going to take?" The answer depends on many factors.
    • Step by Step Guide to Opening a Probate Estate Created: Saturday, December 13, 2008 Updated: Wednesday, April 16, 2014
      In general, there are 8 steps that should be followed in order to open a probate estate with the appropriate state court, but some of the steps can be skipped if the decedent didn't leave a Last Wi...
    • Exemption From Federal Estate Taxes: 1997 - 2014 Created: Friday, February 27, 2009 Updated: Tuesday, April 15, 2014
      The exemption from federal estate taxes has gradually increased over the years while the estate tax rate has gradually decreased. Here you will find a chart that shows the increases in the exemption and decreases in the tax rate from 1997 through 2014.
    • How is the Gift Tax Calculated? Created: Friday, April 10, 2009 Updated: Tuesday, April 15, 2014
      The federal gift tax applies to all gifts that you make during the course of your lifetime. However, every U.S. citizen is given a lifetime exemption from paying gift taxes. Thus, a gift tax will...
    • What is the Future of the Federal Estate Tax - 2012 and Prior Years? Created: Saturday, November 08, 2008 Updated: Tuesday, April 15, 2014
      This article discusses the possible estate tax changes that Congress and President Obama could have made in 2012 and prior years." itemprop="description"><...
    • What Happens to a Retirement Account When the Owner Dies? Created: Saturday, February 21, 2009 Updated: Monday, April 14, 2014
      If your loved one has died and you're the beneficiary of a retirement account such as an IRA or 401(k), then you'll need to understand the tax consequences of inheriting the retirement account. Th...
    • Pros and Cons of Revocable Living Trusts Created: Saturday, November 15, 2008 Updated: Monday, April 14, 2014
      When considering whether or not to include a Revocable Living Trust as part of your estate plan, you'll need to understand the pros and cons of using a trust instead of just a Last Will and Testame...

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