Why Naming Beneficiaries Is Important to Your Estate Plan
January 4, 2022
If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
What Taxes Have to Be Paid When Someone Dies?
December 31, 2021
Tax obligations continue on despite the passing of a loved one, and in some cases, come about because of it. Tax deadlines pose a challenge for grieving families.
How Can I Clean Up My Estate Plan?
December 29, 2021
While estate planning can be emotionally taxing, since you must consider a time after your own passing, it is important to be proactive, both for yourself and for loved ones.
How Do I Give My Children the Summer Home?
December 28, 2021
Whether you own a cabin in the woods or a mansion at the beach, creating an estate plan will determine the best way to distribute a home to your children.
Why Should I Update My Estate Plan?
December 7, 2021
Estate planning is making decisions today for what you want to happen in the future.
Is There More to Estate Planning Than Writing My Will?
December 1, 2021
One reason for having a will is to make sure your wishes are carried out. If you die “intestate” (without a will), your assets will be distributed by state law, not by your desires.
Do College Kids Need Estate Planning?
November 30, 2021
As a legal adult after attaining the age of 18, your child should have in place several legal documents that will allow you to provide support and obtain information, if something unexpected happens to your child.
Should I Write My Own Will?
November 22, 2021
An online form or a DIY will kit may be a more cost-effective option. However, hiring a lawyer could save you money in the future.
Don’t Follow Queen of Soul: Think about Estate Planning
November 18, 2021
Estate planning is perhaps the area of tax practice where one must consider the whole.
How Is a Notary Used in Estate Planning?
October 29, 2021
Individuals buying a home, adopting a child, completing estate planning documents, such as wills and advanced health care directives, or completing any number of legal procedures may find themselves in need of a notary.