Estate Planning Blog

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When Should I Update My Estate Plan?

March 11, 2022
Getting your estate plan in place is never a ‘one and done’ task. Estate planning is an ongoing process and should be viewed that way.
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Do I Need an Attorney for Probate?

March 10, 2022
A competent elder law or estate attorney can discuss and use, where appropriate, such provisions as the family exemption, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.
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Does Marriage have an Impact on a Will?

March 9, 2022
Being married is significant both for a married person’s lifetime estate planning and subsequent administration of the estate at death. Important rights and responsibilities exist between married persons.
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How Do You Pass Down a Vacation Home?

March 8, 2022
If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
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What Happens to Parents’ Debt when They Die?

March 7, 2022
Adult children typically don’t have to pay their parents’ bills. However, there are exceptions.  Even when a child doesn’t have to pay directly, debt could reduce what they inherit.
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Can You Get a Tax Deduction for Giving a Gift?

March 4, 2022
In terms of federal tax law changes, the last year had much ado but little change.
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How Do I Give Assets to Minor Grandchildren in My Will?

March 3, 2022
You have many options to make sure your wishes are followed after you die.
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Who Is the Best Choice for Power of Attorney?

March 2, 2022
These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.
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What Should I Know about Conservatorships?

March 1, 2022
Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works.
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What are the Estate Planning Basics?

February 28, 2022
Estate planning is a term generally applied to the steps taken to create a roadmap for a person’s assets when they die or become incapacitated.
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