Do You Have Your Original Estate Planning Documents?

By |2022-10-13T16:30:06+00:00October 12th, 2022|Estate Planning, Probate, Trusts, Wills|

Do You Have Your Original Estate Planning Documents? One of the most common questions I receive as an estate planning [...]

Comments Off on Do You Have Your Original Estate Planning Documents?

President Biden Pursues Tax Hike On Your Heirs

By |2022-10-10T13:00:34+00:00April 9th, 2021|Estate Planning, Financial, Probate, Taxes, Trusts|

President Biden has proposed fundamental changes to our estate tax policy that could dramatically increase the taxes paid by your [...]

Comments Off on President Biden Pursues Tax Hike On Your Heirs

Aretha Franklin Died Without A Will or Trust

By |2022-10-10T13:00:22+00:00October 28th, 2019|Charitable Giving, Estate Planning, Probate, Trusts, Wills|

On August 16th of last year, Aretha Franklin, the “Queen of Soul”, passed away from pancreatic cancer at the age [...]

Comments Off on Aretha Franklin Died Without A Will or Trust

Probate Checklist: What to do After a Death

By |2022-10-10T13:19:56+00:00April 2nd, 2019|Estate Planning, Probate, Trusts, Wills|

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.

Comments Off on Probate Checklist: What to do After a Death