Estate Law Author

Hannah Carlson

Hannah Carlson is a seasoned estate law attorney with a strong background in taxation. She has helped numerous clients navigate complex estate planning and trust administration matters, ensuring their assets are protected and their wishes are respected. Hannah is dedicated to providing personalized and compassionate representation to her clients.

Credentials

J.D., Harvard Law School, LL.M. in Taxation

10+ yearsEstate PlanningTrust Administration

Assigned posts

Articles by Hannah Carlson

Do I Need a Living Trust If I Have a Will?How to Find Out If Your Dad Had Life InsuranceDoes a Whole Life Policy Have Cash Value? Access and TaxesDoes the Beneficiary Get Everything? Debts and TaxesHow to Settle an Estate Without a Will: Intestate RulesWhat Is an Inherited IRA for a Non-Spouse Beneficiary?What Is a Family Maintenance Policy and How It Works?What Is a Decedent IRA? Rules, Taxes, and BeneficiariesCan I Take Over My Parents' Mortgage After Death?What Is the 5-Year Rule for Inherited IRAs: Taxes and PenaltiesWho Is the Best Person to Manage Your Trust?Who Can Revoke a Trust: Grantor, Beneficiary, CourtHow to Get Money for a Funeral When You Have NoneIRS Form 1310: Claiming a Refund for a Deceased TaxpayerAre Trusts Exempt From Estate Tax: Revocable vs. IrrevocableWhat Is a Succession When Someone Dies?: How It WorksHow Much Can Grandparents Gift Tax-Free to Grandkids?How Is a Trustee Held Accountable? Rights and RemediesWhere to Get Last Will and Testament Forms for FreeWho Can You Gift Money To? IRS Rules and LimitsWhat Is a Charitable Trust and How Does It Work?When Are Trust Taxes Due? Deadlines and PenaltiesAre Executor Fees Subject to Self-Employment Tax?How to Access Your Associated Trust Account OnlineWho Can Make a Will? Age and Capacity RequirementsHow to Calculate Estate Tax: Deductions and ExclusionsWhy Do People Create Trusts? Benefits and CostsWhat Is a Generational Trust and How Does It Work?Is a Family Trust Revocable or Irrevocable?How to Put Money Away for a Child: 529s, IRAs & More