Do I Need A Will?
Many people believe they do not need a last will and testament or other estate planning prior to death. [...]
Many people believe they do not need a last will and testament or other estate planning prior to death. [...]
If you die without proper planning, your estate will pass to your next of kin by what is known as [...]
President Biden has proposed fundamental changes to our estate tax policy that could dramatically increase the taxes paid by your [...]
The Setting Every Community Up for Retirement Enhancement Act of 2019, commonly known as the SECURE act, became effective on [...]
On August 16th of last year, Aretha Franklin, the “Queen of Soul”, passed away from pancreatic cancer at the age [...]
Major life changes such as marriage, having children, moving out of state, and divorce are all cause for revisiting your [...]
Dealing with the death of a loved one can be an overwhelming and emotional experience. This probate checklist provides practical advice to help navigate this difficult process, including important steps in the weeks following a death as well as ways to be prepared.
As January comes to an end, we’re reflecting on the progress of our New Year’s resolutions! If one of your [...]
While it can be difficult to broach the topic of estate planning, the holidays are a great time to start the conversation. Make sure you have the appropriate safety measures and documents in order to protect your loved ones. From lady bird deeds to living wills and special needs trusts, we can help you plan for your family’s future.
A primer on the annual gift tax exclusion, how much you can gift before paying taxes, and how the lifetime gift tax exemption affects your estate plan.