Blog Posts in Estate Planning

One of the most difficult parts of growing older is realizing our parents’ own mortality. And having conversations about death and dying is rarely fun. Many people also don’t want to bring up the ...

It’s becoming increasingly common for people in long-term relationships to move in together before getting married. According to a 2019 survey by the Pew Research Center, 7% of surveyed adults were ...

It may be the case for you that you don’t wish to leave anything to one or more of your children. You might have an estranged relationship with them, or maybe one of your children has accumulated ...

If you’ve ever watched a movie or read a book about wealthy families, you might’ve heard terms like “heir”, “descendant”, or “next of kin.” It might seem like these words can be used interchangeably, ...

Taxes are one of those realities that executors and heirs need to deal with after the death of a loved one. For most, a final federal and state income tax return must be filed if the individual earned ...

When a loved one passes away or is determined mentally incapacitated, it is crucial for the personal representative, executor, trustee, or agent under a power of attorney to have access to the ...