Why Do I Need an Estate Planning Attorney?
These are among the things an estate attorney can help you with planning. That’s why it’s essential to ensure you have one by your side, if you’re leaving an inheritance behind.
November 30, 2022
Blog Articles
Is Putting a Home in Trust a Good Estate Planning Move?
Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
November 17, 2022
What’s the Difference between Probate Assets and Non-Probate Assets?
Non-probate assets are those assets which do not go into an estate when the owner dies.
November 15, 2022
Are You Ready for 2026?
Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.
November 14, 2022
Estate Planning for Changing Economic Times
One goal of estate planning is to bring some certainty to a multitude of variables. Recent increases in inflation, interest rates and market volatility, however, are causing some experts to reassess their options.
November 11, 2022
Estate Planning Considerations for Minor Children
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
October 28, 2022
It’s Your Independence Day !!!
Congratulations! After decades of work, you’re ready to retire and celebrate your own personal Independence Day. Maybe you’re planning to spend more time with the family, visit America’s National Parks, or ramp up your volunteer work … you might even be thinking about starting a business. Whatever your plans for retirement, you get to choose!
July 2, 2022
Preparing Young Adults for Independence
America’s independence was not easily won. There was no guarantee the fledgling colonies would win, but they fought long and hard and, as a result, every July 4th we celebrate our nation’s independence. If there is a young adult in your life, you know they’re often fighting in their own way to declare their independence.
June 29, 2022
Estate Planning
Locking in a Deceased Spouse’s Unused Federal Estate Tax Exemption
If you have lost your spouse during this time, there are so many issues you must address–funeral arrangements, meeting with lawyers and accountants and dealing with finances. All of this comes on top of dealing with the emotional loss.
October 2, 2020
Estate Planning
What Do I Need to Do When my Spouse Dies?
The passing of a spouse is a devastating time in a person’s life and one that throws their world into turmoil. While in the midst of grieving, they’re confronted with a multitude of responsibilities requiring their attention — not only the immediate tasks of preparing for memorial services and notifying family and friends, but also beginning to tackle the requisite legal notifications and financial changes.
September 30, 2020
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