Estate Planning
Is a Revocable Trust a Good Idea? YES!
What will happen to your assets when you can no longer manage them?
July 8, 2022
Estate Planning
Why Is Updating a Will Necessary?
Changes in tax law and in your personal life may mean that yours needs to be updated. Here are the easiest (and smartest) ways to do it.
July 6, 2022
Estate Planning
How Do I Store Estate Planning Documents?
A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
July 5, 2022
Estate Planning
Some Seniors Getting Estate Plans Completed More Quickly after COVID
Stuck in a senior facility during the pandemic and unable to participate from far away, an elderly woman needed to sell her home but had never drafted her POA.
June 30, 2022
Estate Planning
Some Must-Have Documents are Always Needed
Since we’re all going to die (yes, even those of us who are still in our 20s!), we might as well make things easier for the loved ones who, along with grieving our loss, will have to deal with the financial and logistical pieces of our lives.
June 28, 2022
Estate Planning
Do I Need a Generation-Skipping Trust?
Due to recent tax law changes, your family may be able to avoid adverse federal estate tax consequences when you leave assets to your adult children.
June 27, 2022
Estate Planning
What Is a Pour-Over Will?
A pour-over will can be an important part of a person’s estate planning checklist.
June 24, 2022
Estate Planning
Adult child: Can I Make Decisions for My 18-Year-Old ‘Kid’ If She Becomes Incapacitated?
Incapacity can occur because of illness or an accident. It can be temporary or permanent. That’s why every adult needs a power of attorney in place, once they turn eighteen.
June 22, 2022
Estate Planning
What Is the Best Way to Leave Money to Children?
Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
June 20, 2022
Estate Planning
What are Benefits of Putting Money into a Trust?
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.
June 17, 2022
