Asset Protection
Is a Tax Change a Good Time to Check My Will?
Changes in tax laws could be affecting—and outdating—your clients’ wills and bequeathing plans.
December 19, 2020
Advanced Directives
Court Chosen Executor if there is no Will?
An essential part of estate planning is selecting someone to represent you after your death in the management of your estate. This personal representative is also known as an executor, or executrix, if you choose a woman as your personal representative.
December 17, 2020
Estate Administration
What’s the Estate Tax Exemption for 2021?
The federal estate tax exemption is going up again for 2021.
December 16, 2020
Business Formations
Does My Business Need a Power of Attorney?
As a business person you may have seen the term “durable power of attorney” in several situations. Power of attorney is a strange term because it’s not immediately clear what powers an attorney for the business may have.
December 15, 2020
Asset Protection
What Trusts Choices Are Available for Estate Planning?
Trusts are an essential part of most estate plans, even the plans of people with moderate wealth. You need to know the basics of trusts, especially the key terms and concepts of the most widely-used types of trusts.
December 12, 2020
Estate Planning
What Key Estate Planning Terms Should I Know?
Estate planning is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do.
December 11, 2020
Advanced Directives
How Do I Name a Guardian for My Children?
Why naming a guardian for your child is important.
December 4, 2020
Advanced Directives
Is My Estate Plan Set with a Power of Attorney?
When do you need your estate plan to “go to work” for you? While you may think the right answer is “after I die,” the actual answer is “if I lose the ability to manage my own affairs.
November 28, 2020
Estate Administration
Entertainer Chadwick Boseman’s Estate
The wife of “Black Panther” star Chadwick Boseman is seeking to be appointed administrator of the estate of the beloved actor, who died in August at the age of 43.
November 27, 2020
Estate Administration
How Do I Know If Mom Left Me Her IRA?
My mother and father had retirement funds. My father passed and it went to my mother. My mother got remarried and she had a will when she died. My stepfather is to get what they agreed upon. She never made him the beneficiary of that retirement fund that was between my mother and father., However, when I asked to see the amount of this fund, the executor would not produce it. How can we find out the amount?
November 26, 2020