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What Strategies Minimize Estate Taxes?

With 2022 bringing very little change to trust and estate law, 2023 remains a prime opportunity to take advantage of the favorable tax landscape.

Posted on: March 14, 2023

Does Divorce Have an Impact on Estate Planning?

When you're in the midst of a divorce, you're probably not thinking about estate planning or your will. However, if you're divorcing, you should think about the impact a divorce can have on an estate plan.

Posted on: March 13, 2023

Should I Consider Working with an Elder Law Attorney?

Elder law attorneys can assist family caregivers in understanding their loved one’s current situation and outlining possible solutions for the future.

Posted on: March 10, 2023

How Do I Leave Assets for Heirs?

No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals.

Posted on: March 9, 2023

What are Some Best Practices for a Trustee?

Being a trustee is difficult. However, adopting the following 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.

Posted on: March 8, 2023

Can a Power of Attorney Withdraw Money from Bank Account?

The first step in understanding whether a power of attorney can transfer money to themselves is to understand the different types of power of attorney.

Posted on: March 7, 2023

What Is Probate Court?

Probate court ensures that a will is executed according to the wishes of the individual who has passed away.

Posted on: March 6, 2023

Top Benefits of Estate Planning

Estate planning isn’t just for the ultra-wealthy, nor is it something you should put off until your golden years.

Posted on: March 3, 2023

What Should I Know About Probate Costs?

Probate is the process of proving a will and settling an estate after an individual (decedent) dies.

Posted on: March 2, 2023

Do I Need a Life Insurance Trust?

Created to own and control a life insurance policy or policies while the insured is alive, Irrevocable Life Insurance Trusts (ILITs) are tools that are sometimes recommended by estate and planners.

Posted on: March 2, 2023