How Trusts Help Minimize Taxes on Your Estate
What will happen to your assets when you can no longer manage them?
Estate Law Blogs & News
How Does My Inherited IRA Fit into Estate Planning?
An inherited IRA can be a valuable asset, but it comes with specific tax rules and distribution requirements that impact estate planning.
What Is the Difference Between Wills and Trusts?
Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
Why You Want an Estate Planning Attorney
Here are four types of estate situations that could call for professional legal help.
Why Updating Your Will is Necessary
Life and laws change from year to year. Here’s why you should be updating your will to reflect.
Legacy Planning: Secure Your Family’s Future
Estate planning is always a difficult subject to deal with, because who wants to arrange things for when they die?
Naming an Executor or Personal Representative in Your Will
When you draft your will, you should name an executor.
What Happens If My Partner Dies and We’re Not Married?
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
Asset Protection for Your Out-of-State Vacation Home
So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?
What Are the Responsibilities of a Trustee?
Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
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