Estate Planning
How Your Estate Is Taxed, or Not
Congress sets the amount that an individual can transfer tax-free either during life or at death. The current estate tax exemption is…
What Is Required of an Executor?
Being the executor of an estate is not a task to take lightly. The time and effort involved will vary with the…
Why Everyone Should Have an Estate Plan?
Do you have a will? A durable power of attorney? A health care proxy? If so, no reason to read on. If…
Digital Assets Raise Estate Planning Questions
More and more, we are conducting our business on the Internet, whether that’s online banking, shopping at Amazon and other sites, uploading documents and…
Tailoring a Will and Power of Attorney for Multiple States
If you own property — whether houses, bank accounts, or vehicles — in more than one state, do you need estate planning…
Will the State Take My Home?
“Will the State take my home if I go into a nursing home?” I am asked this question more than any other….
Do You Need a Trust?: Estate Planning Q&A
According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan. The primary reasons respondents…
8 Frequently Asked Questions on Last Wills and Testaments
Starting an estate plan can be overwhelming, and you probably have many questions. You are not alone. Below are eight questions people…
3 Common Probate Questions: Estate Planning Basics
When people pass away, they leave behind assets, property, and possessions that can have sentimental and real value for surviving family members…
Modifying an Irrevocable Trust Through Trust Decanting
A trust is a legal document that you can set up to give assets to someone else. Trusts can be revocable or…