A Trust can Protect Inheritance from Relatives
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
Estate Law Blogs & News
How to Avoid Probate
How can we avoid probate and reduce the estate tax for our beneficiaries, who are our two adult children?
I am Concerned That My Son-in-Law will get My Estate
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
Will Inheritance and Gift Tax Exemptions Change?
The increase in the exemption is set to lapse after 2025. However, the Treasury Department and the IRS issued “grandfather” regulations in 2019 allowing the increased exemption to apply to gifts made while it was in effect, if Congress lowers the exemption after those gifts.
Will My Power of Attorney Be Good Enough?
Not every power of attorney will be sufficient to manage your affairs, if you become incapacitated.
Can a Person with Alzheimer’s Sign Legal Documents?
Due to the debilitating nature of Alzheimer’s and related forms of dementia on your loved one’s ability to make sound financial decisions, the sooner you can get financial matters in order the better.
What can a Power of Attorney Do—or Not Do?
The person signing the power of attorney, which gives someone else the authority to act for them, is called the ‘principal’ and the person who is given the power to act for you is called your ‘agent.’
What’s the Best Thing to Do with an Inherited House?
Leaving behind a home for a loved one to inherit is a huge gift, but without the right planning, it could be an equally large headache.
Should Young Families have an Estate Plan?
Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
How to Protect Child’s Public Benefits
If you have a child or other family member who has special needs due to physical or mental conditions, you face a variety of challenges planning for their care, including financial ones.
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