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?
July 12, 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.
July 9, 2021
Should Parent Transfer House to Kid?
What are the advantages and disadvantages of a parent transferring the title of a home to a child?
July 8, 2021
What Is a Holistic Estate Plan?
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
July 7, 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.
July 6, 2021
How to Avoid Probate
How can we avoid probate and reduce the estate tax for our beneficiaries, who are our two adult children?
July 5, 2021
Do I Need to Pay Taxes on Life Insurance Proceeds?
Knowing when life insurance is taxable and how to avoid taxation can help families ensure their loved ones get all of their policy’s proceeds.
July 2, 2021
What can a Power of Attorney Do—or Not Do?
The person signing the power of attorney, which gives someone else the authority to act for them, is called the ‘principal’ and the person who is given the power to act for you is called your ‘agent.’
July 1, 2021
How Do I Address Digital Assets in Estate Planning?
Digital assets are part of your legacy. It’s important to plan for how you want them to be managed after you’re gone.
June 30, 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.
June 29, 2021
