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Blog Posts in Estate Planning

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  • Filing Estate Tax Returns Does Not Have to Be Intimidating
    Filing Estate Tax Returns Does Not Have to Be Intimidating

    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 ...

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  • What Happens If a Loved One’s Estate Planning Documents Can’t Be Found?
    What Happens If a Loved One’s Estate Planning Documents Can’t Be Found?

    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 ...

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  • Deciding What Happens to Your Personal Belongings After You Die (And What To Do if No One Wants Them)
    Deciding What Happens to Your Personal Belongings After You Die (And What To Do if No One Wants Them)

    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 ...

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  • Options for Leaving Your Real Estate to Your Loved Ones After You’re Gone
    Options for Leaving Your Real Estate to Your Loved Ones After You’re Gone

    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, ...

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  • The Importance of Reviewing Your Accounts and Property When a Loved One Passes Away
    The Importance of Reviewing Your Accounts and Property When a Loved One Passes Away

    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 ...

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  • Important Things to Consider When Naming Noncitizens in Your Estate Plan
    Important Things to Consider When Naming Noncitizens in Your Estate Plan

    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 ...

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