By Donald Fuller | Published November 28, 2025 | Posted in Estate Planning | Tagged Tags: asset, beneficiary, protection |
Passing on Family Vacation Homes Requires Thoughtful Planning
Whether it’s near an Outer Banks beach, high in the mountains or somewhere else, many families cherish their vacation homes. In some cases, these properties have been passed down through the generations, making them both valuable assets and the setting for priceless moments. When considering what will happen after their passing, many people fervently wish Read More
Read MoreBill Passage Means that Expanded Estate Tax Exemption Stays
As a wide range of policy objectives were included in what was called “One Big Beautiful Bill,” it can be easy to overlook some of its specific provisions. When President Trump signed the legislation on July 4, one of the results was that a drastic change in estate taxation was averted. The federal government exempts Read More
Read MoreHow Do Spousal Lifetime Asset Trusts Help High Net-Worth Couples?
High-earning spouses sometimes seek ways to reduce or eliminate estate-tax exposure while ensuring that their partner has access to the wealth they’ve accumulated. There are various methods of protecting one’s husband or wife in this way, and a qualified estate planning attorney can find what works best for your situation. For example, a Spousal Lifetime Read More
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Atty Don Fuller prepared a will and powers of attorney for me. He was highly professional and extremely knowledgeable. He listened to my concerns and explained everything completely. I highly recommend him.
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5.0/5.0Mr Donald R. Fuller, Jr. was very thorough in preparing our powers of attorney, medical directives and wills according to our wishes and explaining...
