Asset Protection
Maximizing Your Legacy: 2024 Estate Planning Opportunities
Use tax season to review income and expenses from 2023 and set new financial goals for 2024 to maximize opportunities.
April 8, 2024
Asset Protection
How to Choose an Estate Planning Attorney: Essential Tips and Questions to Ask
Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.
April 5, 2024
Estate Planning
Will My Family Need to Pay an Estate Tax?
In 2024, the federal estate tax ranges from 18% to 40%, depending on how much the value of the estate exceeds the current exemption limit of $13.61 million.
April 4, 2024
Estate Planning
Do You Know How to Probate an Estate?
You might have a job or just have retired, and you learn suddenly that your Great Aunt Lucy died and named you executor of her will. How hard could it be you ask to resolve an estate by yourself without professional advice or a competent professional beside you?
March 21, 2024
Estate Planning
When was Your Last Estate Plan Check-Up?
Like your preventive doctor visits, you should regularly check in on your estate plan to ensure that it’s in good shape for when it’s needed.
March 15, 2024
Estate Planning
Prevent Difficulties in Probate with Advance Planning
Collect and organize all important papers, passwords and pin numbers, keep them up to date and tell your heirs where to find them.
March 7, 2024
Asset Protection
What Is Another Name for Letters of Testamentary?
A letter of testamentary is created by the probate court for the executor or personal administrator of an estate.
March 6, 2024
Estate Planning
Grantor vs. Non-Grantor Trusts: Understanding the Differences
As an estate planning attorney, I frequently encounter clients uncertain about the distinctions between grantor and non-grantor trusts. These types of trusts are fundamental in estate planning, offering various benefits and implications, particularly in tax planning and asset management. This article will discuss the key differences between…
February 27, 2024
Estate Planning
Guide to Incapacity Planning: Protecting Yourself and Your Estate
Incapacity planning is a crucial aspect of managing your estate and ensuring that your wishes are honored if you cannot make decisions for yourself. This article will examine the various components of incapacity planning, offering comprehensive…
February 26, 2024
Estate Planning
How Do You Stop Family Fights over Inheritance?
A highly successful estate-management strategy for avoiding inheritance disputes is to make a meticulously detailed and legally sound will.
February 15, 2024