Estate Planning
How Can You Prevent Legal Issues?
Tax laws, property laws, contract laws, wills and trust laws, all change over time, and it’s likely that some of the changes will apply to you.
April 26, 2024
Estate Planning
Would Your Family Benefit from a Living Trust?
Living trusts avoid the costs and time associated with the probate process. They’re also private documents, unlike wills filed with courts. They can be more easily amended as circumstances change.
April 19, 2024
Asset Protection
Digital Life Lives on After You’re Gone, Unless You Plan Ahead
We all have a digital footprint that does not necessarily die with us. There are three things you should do to best prepare your executor, trustee or other personal representative to properly handle your posthumous digital affairs.
April 18, 2024
Estate Planning
Crummey Trusts: A Strategic Approach to Gifting for Your Children’s Future
Learn how to qualify for the annual gift tax exclusion by maximizing the benefits of a Crummey trust. Understand withdrawal power and more.
April 10, 2024
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