What’s an Estate Inventory?
Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
Estate Law Blogs & News
Why You Need a Digital Assets Estate Plan
…Ajemian’s account became the source of a nearly decade long legal battle that raised a salient question: Who can access your digital accounts after your death?
Why Is Having a Will Important?
A striking proportion of Americans don’t have one. Nontraditional families are left uniquely vulnerable.
How Can I Reduce My Taxes? How Estate Planning Can Help
Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.
Do I Need an Estate Plan If I’m In My 20s? 3 Reasons You Need One
As soon as you are an adult, you should have an estate plan in place.
How Do I Create a Trust?
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
Unlocking the Benefits of a Revocable Trust in Estate Planning
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
Second Marriages and Estate Planning for Seniors
More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
Does Potential IRS Change Have an Impact on Estate Plan?
The IRS is weighing a change that could leave your heirs poorer than you might hope.
How Does an IRA and 401(k) Fit into Estate Planning?
Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.
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