Feeling Overwhelmed by Estate Planning?

You know it’s important, but where do you even start? The legal jargon, the paperwork— it all seems too complex.

Worried About Your Family’s Future?

Whether it’s providing for your children, ensuring your spouse is taken care of, or just making sure your wishes are respected, the thought of leaving your loved ones unprepared is unsettling.

Business Owner With No Succession Plan?

You’ve poured your heart and soul into your business, but what happens to it when you’re no longer at the helm? The thought of your life's work not continuing as you wish is a concern.

Conflicted About Asset Distribution?

Who gets what, and how can you ensure your assets are protected from taxes, disputes, or even being used in ways you wouldn’t want?

Avoiding The Talk With Family?

Discussing estate planning with loved ones can be tough. How do you start a conversation about something no one wants to think about?

Uncertain About Trusts and Wills?

You’ve heard about them, but what are they exactly? And more importantly, which one (or maybe both) do you need?

Estate Planning Blog

Charitable Planning

Understanding Charitable Giving Laws

When it comes to donating, many people seek not only the personal satisfaction of helping others but also the potential financial benefits, including possible tax deductions. Words such as deduction, charitable giving, charitable contribution, charity, charitable tax deduction and rules for giving often come up in these discussions. Understanding these terms and the laws surrounding charitable donations can help individuals and businesses make informed decisions about their charitable contributions, while taking advantage of any available tax deductions. In this article, we delve deep into charitable giving laws, exploring various facets and rules that govern tax deductions for charitable contributions. Whether…

December 26, 2023

Asset Protection

Navigating Estate Tax Planning

Navigating the intricacies of your financial legacy can be a daunting task. Understanding the nuances of the estate tax and implementing robust estate tax planning strategies can ensure that your beneficiaries enjoy the fruits of your labor without being overburdened by tax liabilities. What Is Estate Tax and Who Is Subject to Estate Tax? The estate tax, often called the death tax, is a tax levied on the total value of a person’s estate upon their death. If the estate exceeds certain thresholds, it becomes subject to federal estate tax, potentially diminishing the wealth passed on to heirs.

December 25, 2023

Estate Planning

How Estate Planning Conveys Your Wishes

Estate planning involves taking inventory of your assets and liabilities and deciding how your survivors deal with those upon your death.

December 22, 2023

Estate Planning

The Team Behind a Successful Estate Plan

Human nature is such that we often tend to focus on the bigger and more important steps. That’s a good thing, but it doesn’t negate the need to address the secondary coordination steps.

December 21, 2023

Estate Planning

Why You Should Put Your House in a Trust

Putting a home into a trust has several benefits, from avoiding the lengthy probate process to providing potential tax advantages. This article discusses some of the intricacies of trusts and the importance of consulting with an experienced estate planning attorney. What Is a Trust and Why Is It Important? A trust is a legal arrangement where one person (the grantor) transfers ownership of their assets, like a house, to a trustee. The trustee holds and manages these assets on behalf of the named beneficiaries. One main benefit of putting property in a trust is to avoid probate, which can be…

December 19, 2023

The Difference Between Power of Attorney and Guardianship

Estate Planning

How Power of Attorney and Guardianship Differ

Navigating the intricate landscape of elder law can be daunting, especially when faced with the decision between guardianship and power of attorney for elderly parents. This article sheds light on the difference between guardianship and power of attorney, providing clarity on which approach might be the best fit for your family’s unique situation. What Exactly Is a Power of Attorney? A power of attorney is a legal document that empowers an individual, often referred to as the agent; or attorney-in-fact; to act on behalf of another, known as the principal.

December 18, 2023

Estate Planning

Can You Amend a Will or a Trust?

Wills and trusts are typically changed over time as life circumstances, the state where you reside, or your desired outcomes change.

December 15, 2023

Estate Administration

Make Sure These Documents are Part of Your Estate Plan

Assembling legal documents pertaining to your estate is key to ensuring that your final wishes are carried out.

December 14, 2023

Estate Administration

When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires…

December 13, 2023

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Understanding Charitable Giving Laws

Navigating Estate Tax Planning

How Estate Planning Conveys Your Wishes

The Team Behind a Successful Estate Plan

Why You Should Put Your House in a Trust

How Power of Attorney and Guardianship Differ

Can You Amend a Will or a Trust?

Make Sure These Documents are Part of Your Estate Plan

When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

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