No matter how late you decide to put your estate plan together, you will have some important decisions to make. Having a detailed will in place prior to your passing can make a big difference in how your family members tackle your estate and resolve inevitable...
Attorneys Who Know.
Attorneys Who Care.
Estate Planning
Supreme Court rules on taxation of trusts in estate plans
One guarantee of states and municipalities across the United States is a type of probate court, which allows people to legally take responsibility for assets that used to belong to someone else. Each jurisdiction has its own rules and laws to follow, which often deal...
How do families make estate plans for people with special needs?
One memoir by the mother of a child with special needs likened the experience to planning a trip to France and going to Italy instead. Anyone with a family member with special needs can report that the point of this statement is true: It may be surprising, but it is...
What you should know about your parents’ estate plans
As your parents get older, your family must begin to think about what happens after they pass away. While this is a topic that no one wants to think about, it is necessary if you want to avoid misunderstandings and unnecessary conflict. Estate planning and...
What is a durable power of attorney?
People may put off making an estate plan for a lot of reasons. They may feel they're too early in life, or they may assume their plans are so simple that they inevitably work in probate. But, just like there is always a reason to avoid estate planning, there is always...
2 key questions to consider about estate planning
When it comes to making decisions about assets and money, what you do not consider can ultimately spell disaster for your loved ones. They may be aware of your verbal wishes regarding what to do with your assets after you die, but without proper legal documentation or...
Adult children may become financial planners for parents
Most of our financial advice in early life comes from older family members. They have been around longer and we begin life trusting them and listening to them. So it can feel awkward when the tables are turned and it may be time for elders to require our advice. The...
Gifts and trusts can save serious money in estate planning
The Tax Cuts and Jobs Act of 2017 increased the tax exclusion for gifts made during a person's life as well as estates left after death. People can give up to $11.4 million in property value, assets or other objects of value without having taxes assessed on their...
Long-term care insurance may be part of a good estate plan
Estate planning is an important task that many people spend most of their life ignoring. End of life affairs are always difficult to approach because of the logistics and the emotions involved, and some people may be inclined to do as little as possible. But estate...
How to prepare for the family talk about your will
Movies and television have many people believing they only hear what was in a will after the person has already passed away. All your beneficiaries should receive a copy of the will upon your passing, but this should only be a formality. All beneficiaries should...
