Preparing an Estate Inventory is Critical
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
January 9, 2023
Young Professionals Need Estate Planning
Physicians may deal with life and death issues every day. However, few may want to think about the eventuality of their own end.
December 28, 2022
Factors to Consider when Picking Trustee
One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
November 3, 2022
Options in Managing Unequal Inheritances
The important thing to acknowledge is that the emotions behind the reasons are not trivial, but are important and should not be dismissed or minimized.
September 21, 2022
IRS Extending Time to File Portability Exemption
The IRS issued a revenue procedure (Rev. Proc. 2022-32) Friday that allows estates to elect ‘portability’ of a deceased spousal unused exclusion (DSUE) amount as much as five years after the decedent’s date of death.
August 9, 2022
How to Manage Investments when Someone Dies
What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?
July 13, 2022
Becoming an Executor should be considered Carefully
Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
July 12, 2022
Firearms can be included in your Estate Plan
Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
June 27, 2022
Choosing the right Executor is Crucial
When you draft your will, you should name an executor.
June 16, 2022
June 1, 2022