Estate Planning Blog

Making a plan in case you become incapacitated and preparing for your eventual death can help you to protect your assets and preserve your legacy.

Estate planning: two words that encapsulate the entirety of your life’s work and the legacy you wish to leave behind. It is a profound yet often misunderstood aspect of personal finance and legal preparedness. As an experienced estate planning attorney, I’ve seen firsthand the turmoil and heartache…

A new federal law, the Corporate Transparency Act (CTA), effective Jan. 1, 2024, impacts almost all limited liability companies (LLCs) and small corporations in the United States. Businesses now have new reporting requirements annually, and these changes may lead to new challenges for small and family business owners. This article provides an overview of the new reporting requirements…

The federal gift, estate, and generation-skipping transfer (GST) tax exemptions and the annual exclusion from gift tax are historically high due to a temporary increase under the Tax Cuts and Jobs Act.

Whatever the case may be, owning real property in more than one state can be a problem after your death if you don’t want your estate tied up in probate court.

End-of-life planning is a crucial aspect of life that often goes unaddressed until it’s too late. In this comprehensive guide, we will discuss the essential end-of-life documents everyone must prepare, ensuring peace of mind and assuring that your wishes are honored…

It’s nobler to give than to take, the saying goes, and giving assets to loved ones while you’re still alive is a great way for them to enjoy the benefits right away—and for you to delight in seeing them enhance their lives.

It can be difficult to put a value on a lifetime of accumulation—your money, your home, its furnishings, souvenirs from vacations and treasured gifts from your family. It’s a joy to collect these items over the years. However, too few consider what will happen to it all when they’re no longer around.

The sweeping tax overhaul enacted in 2017, known as the Tax Cuts and Jobs Act (TCJA), provided a number of income and estate tax reductions and changes.

Dealing with death is never easy and overseeing the estate can be complicated. However, staying organized can help you manage things smoothly.