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Probate: What you Need to Know

A good estate planning attorney will assist you in creating a plan that minimizes or avoid probate. Probate proceedings are part of the public record and can be very time-consuming and expensive. However, in nearly every case, some probate is…

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Handling Estate Battles Between Siblings

In most families, sibling rivalry is inevitable. Depending on your family members and the dynamic between them, old rivalries from the past can become more significant when a parent passes. Adult children who are emotionally upset and in the unfamiliar territory…

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Essential Legal Documents

Everyone who wants to protect themselves and their families needs an estate plan. Making sound decisions regarding finances and healthcare can become challenging as you age due to diminished mental capacity or declining health. Putting these five must-have legal documents in…

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Estate Planning Compared to Elder Law

It might seem confusing to think about estate planning vs. elder law as you begin to plan your future, both financially and in terms of health care. Estate planning and elder law also have some similarities. Even though these two types…

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Comparing Tax Reform and Estate Planning

As federal estate tax laws, gifts, and GST exemptions fluctuate, it may be necessary to update your estate plan annually. Since 2018, federal tax assessment on estates above $11.7 million, indexed for inflation every year, will default back to pre-2018 exemption…

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A Guide to Different Types of Trusts

Almost everyone has heard of trusts, typically in reference to someone or something who is the beneficiary of one. Some may believe that only wealthy people have trusts, but they are common and useful tools when creating estate plans of all…

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Is Your Power of Attorney Effective?

You can appoint a trusted individual to make decisions or conduct transactions on your behalf using a power of attorney. They could be related to personal finances, business operations, or medical needs and used for a single immediate purpose or an…

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