Blog Posts in Estate Planning

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 ...

For most of us, sitting down to consider our estate plans can be an emotional exercise. Not only is facing our own mortality daunting, but the process of deciding who you want to leave your personal ...

For most of us, our home is one of the most valuable assets we own, and we want to ensure that it is left to our loved ones in the most efficient and cost-effective way possible for them. For others, ...

When you create an estate plan, the main objective is usually to make sure that your accounts and property aren’t only in your name. If they are, they will be subject to probate when you die (a ...

Estate planning law is incredibly complex. And when you have loved ones living abroad who you’d like to include in your estate planning, it only increases that complexity. Our modern world is becoming ...