Name a Successor Executor to avoid Problems
When someone passes away, it’s up to their executor to handle the probate process. However, what happens if the executor of a will dies?
June 12, 2023
Lack of Will can be Devastating for families
Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.
June 6, 2023
Protecting Assets in a Second Marriage can be a challenge
Estate planning is nearly always worthwhile but can be extra important when you have stepchildren.
May 23, 2023
Revocable Trusts Must Be Funded to be Effective
The primary benefits of revocable trusts only are available if a revocable trust is FUNDED during life. Unfortunately, experienced estate planning attorneys often have clients who delay the funding of their revocable trusts until it is too late and miss many of the benefits that these trusts provide.
May 3, 2023
Step-Up in Basis can help Avoid or Reduce Taxes
Step-up in basis, also known as stepped-up basis, is a wrinkle in the federal tax code that can help heirs avoid or reduce taxes on inherited assets.
April 25, 2023
‘When’ play Major role in Retirement
People approaching retirement ponder numerous questions. However, I’ve found that many of the most important questions revolve around the word ‘when.’
April 19, 2023
Single Parents Need Estate Planning
Nobody likes thinking about what happens if they should become incapacitated or die. However, we all need to have a plan in place for just these possibilities.
April 18, 2023
Safeguarding Digital Assets in Estate Planning
Cryptocurrency has become a new wrinkle in the development of an estate plan.
April 12, 2023
Trust can be Designed to be Millennial Friendly
If your estate plan benefits Gen Y (also known as Millennials) it’s important to design a trust that supports what makes them thrive.
March 22, 2023
Divorce requires a Review of Estate Planning
When you’re in the midst of a divorce, you’re probably not thinking about estate planning or your will. However, if you’re divorcing, you should think about the impact a divorce can have on an estate plan.
March 14, 2023