Can I Create a Stress-free Transfer of Assets?
Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.
Estate Law Blogs & News
Should a Trust Be a Component of My Estate Planning?
Do I need a trust in case something happens to me?
Do Unrecorded Deeds Help or Hurt Estate Planning?
While discussing estate planning with my parents, they told me that an attorney prepared a deed for them but told them not to record it yet.
When Should an Estate Plan Be Reviewed?
The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
What Does the Executor of an Estate Do?
If the deceased has a will, it usually names a close relative, friend, accountant, attorney or financial institution to act as executor of the will.
What Is the Main Purpose of a Trust?
Before you decide to put your home in an irrevocable trust, it is important to have a basic understanding of what you are doing and why.
Should Parent Transfer House to Kid?
What are the advantages and disadvantages of a parent transferring the title of a home to a child?
Can Estate Taxes Be Avoided with a Trust?
The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
How to Avoid Probate
How can we avoid probate and reduce the estate tax for our beneficiaries, who are our two adult children?
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