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Do You have to Go through Probate when Someone Dies?

At some point in your life, you may find yourself an administrator, a beneficiary or a creditor of a probate estate. You may even want this information for planning your own estate.

Posted on: June 21, 2021

Will Inheritance and Gift Taxes Change in 2021?

Facing down an uncertain election outcome and the possibility of tax reform in 2021, many families started transferring substantial amounts of wealth last year, making large gifts to take advantage of the historically high gift and generation-skipping transfer tax exemptions.

Posted on: June 18, 2021

A Trust can Protect Inheritance from Relatives

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.

Posted on: June 17, 2021

Should You Get Medical Power of Attorney?

Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a say in the matter during a crucial time later.

Posted on: June 16, 2021

What Does Tax Proposal Mean for Estate Planning?

Wealthy families could face combined tax rates of as much as 61% on inherited wealth under President Joe Biden’s tax plan, according to a recent analysis.

Posted on: June 15, 2021

How can I Revoke an Irrevocable Trust?

I feel I was taken advantage of to the tune of $3,500, when I set up a trust.

Posted on: June 14, 2021

How to Simplify Estate Planning

Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.

Posted on: June 11, 2021

Your Will and Estate Planning Checklist

Most people should have a will, but it's rarely the most significant estate planning document that an individual will hold.

Posted on: June 10, 2021

Do You Have to Do Probate when Someone Dies?

For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?

Posted on: June 9, 2021

What Do I Need to Know about Estate Planning?

Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.

Posted on: June 8, 2021