Most of us spend little time thinking about death or losing the capacity to manage our own affairs. These are unpleasant topics and...

The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025. Annual Gift Tax Exclusion...

Probate is a legal process that happens after someone dies. While probate can be complex, lengthy, and expensive, an estate planning...

A trustee is the person or institution appointed to manage a trust on behalf of beneficiaries of the trust. Being a trustee is a...

Estate planning involves creating a plan for where – and to whom – your assets will go upon your death. The process can include making a...

Many people believe estate plans are only for extremely wealthy families who are looking to reap tax benefits. Or they may delay estate...

Visiting your attorney to get your estate plan done is one New Year's resolution that you should definitely keep. None of us knows...

According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan. The primary...

Wills contain important information about who receives money, possessions, and property upon a person’s death. Who can view this...

This is a question that I often get asked. A common response you might see is "at least every 5 years," but really, you should review...

What do I do with the Will? What if there is a Trust? Do I have to go to court? What happens after Mom and Dad pass away and you are...

Find out the difference between an Will and a Trust and which is right for you. People often ask, “What is a trust? Are they only for...

How to avoid costly mistakes and save thousands in taxes Occasionally, parents believe that a simple way of transferring their home to...