Are Your ‘Affairs’ Really in Order?
With the threat of COVID-19, we’ve all come face-to-face with our mortality, but are you prepared for the worst?
Should Young Families have an Estate Plan?
Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
What Is the Best Way to Make Sure Children Can Handle an Inheritance?
How can you prepare your children to handle the assets they’ll eventually inherit?
What Is a Guardianship?
My Dad has been deemed unable to make his own decisions, and he does not have a Power of Attorney. The hospital said we need to apply for guardianship. What is that?
What Does ‘Per Stirpes’ in a Will Mean?
Per stirpes in a will means that a deceased’s child’s share will pass to the deceased’s child’s children in equal shares, if any.
Is the Pandemic Making Young People Think About Estate Planning?
Caring.com, a leading senior living referral service and the nation’s top site for senior care reviews, has published a comprehensive report from its annual Wills and Estate Planning Study.
What Could Proposed Estate Tax Bill Mean to You?
The For the 99.5% Act reduces the estate tax exemption to $3.5 million per individual and $7 million per couple. The bill adds higher tax brackets for larger estates.
What Is Fair in a Second Marriage and Estate Planning?
If you are planning to take another walk down the aisle, it is critical to take the time to review and revise your estate plan, especially if meaningful assets and debts are being brought into the marriage.
President Biden Proposes Elimination of Stepped-Up Basis at Death
On April 28, 2021, the Biden administration proposed eliminating stepped-up basis on gains for many taxpayers when stocks, real estate, and other capital assets are passed down to heirs. The […]
What Paperwork Is Needed after Someone Dies?
While the tasks of dealing with an estate after someone passes may be simple administration, the work associated with it is often quite complicated.