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What Estate Planning Documents Should Everyone Have?

This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.

Posted on: January 20, 2022

Why Should I Name a Beneficiary?

Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.

Posted on: January 19, 2022

What a Will Can and Cannot Do

A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.

Posted on: January 18, 2022

Does My State Have an Inheritance Tax?

Do you have to pay taxes on inheritance?

Posted on: January 17, 2022

Why Do I Need an Estate Planning Attorney?

These are among the things an estate attorney can help you with planning. That’s why it’s essential to ensure you have one by your side, if you’re leaving an inheritance behind.

Posted on: January 14, 2022

Can I Avoid Password Problems for My Family in Estate Planning?

Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.

Posted on: January 13, 2022

Should Young Adults have a Will?

Millennials are finally embracing one of the cornerstones of adulthood, by writing their wills.

Posted on: January 12, 2022

Can You Remove Someone from a Life Estate?

Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.

Posted on: January 11, 2022

What are Digital Assets in a Will?

Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.

Posted on: January 10, 2022

Can I Use a Roth IRA in Estate Planning?

Roth IRAs and Roth IRA conversions have received a lot of press recently. Between the various tax proposals that have been floating around Congress and normal year-end tax planning strategies, Roth IRAs are a popular topic.

Posted on: January 7, 2022