Estate Planning Blog

Does an Elder Orphan Need an Estate Plan?

May 2, 2022

This is big concern for millions of older Americans who don’t have a spouse, children or other family they can depend on to watch out for their well-being.

Estate Planning

When Can Estate Assets Be Distributed?

April 29, 2022

Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.

Estate Planning

What Is the Gift Tax for 2022?

April 27, 2022

Two years into the pandemic, countless lives have been impacted by COVID 19. Faced with daily reminders of the consequences of this illness, estate planning seems to be on the minds of many.

Estate Planning

How Do I Avoid Probate?

April 25, 2022

There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.

Estate Planning

Is Estate Planning Affected by Property in Two States?

April 21, 2022

When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.

Estate Planning

How Do You Get a Power of Attorney?

April 20, 2022

To get power of attorney (POA), the person granting you that power must name you as the agent to have the powers specified in the POA document. It must be signed by the giver while s/he is sound of mind.

Estate Planning

No Will? What Happens Now Can Be a Horror Show

April 18, 2022

It's hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family's leadership role and manage the family's transition of wealth.

Estate Planning

How Do I Set Up an Estate Plan to Help Grandchild with Special Needs?

April 14, 2022

Estate planning is not a requirement. No one can force you to make your will, create a power of attorney or to own your property in a way to avoid probate. As a result, people too often let common estate planning excuses stand in their way.

Estate Planning

What are My Responsibilities if I’m Named an Executor?

April 13, 2022

If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility. While you have the option of declining the request, the person reaching out likely considers you to be responsible and detail oriented. An executor of an estate typically helps file paperwork, close accounts and distribute the assets of the deceased.