While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand the role of the trusted individuals who will be carrying out your wishes when you are unable to. When it comes to estate planning, these helpers are key.
If you have recently been diagnosed with a serious medical condition or illness, consider taking these three steps to ensure you and your loved ones are protected.
Under current federal tax law, most estates will not be subject to federal estate taxes or "Death Taxes." However, if your estate is of significant value, you may want to consider portability.
If you don't have any family members or close friends who are able and willing to help you manage your personal and financial affairs, a Private Professional Fiduciary is a great alternative.
Do you know who is listed as your beneficiary(ies) on your beneficiary designated assets? If not, the answer may surprise you and can negatively impact your estate plan.
Historically, Halloween was a celebration of human death. Have you thought about what will happen upon your death?
Don't forget Buddy! Estate planning should include all members of your family, including your beloved pets.
Transmuting property to community property can save beneficiaries in capital gains tax.
Whether or not you need to avoid probate can be a complex question. Speak with an estate planning attorney to decide if one or more probate avoidance techniques is right for you.
Choosing the right guardian for your minor children can be one of the most difficult decisions in the estate planning process. This blog post identifies some characteristics you should consider to help make this decision easier.
Our counsel is distinguished in our profession for many reasons. One that we pride ourselves the most in, is the fact that our professionals are experienced and totally committed to tending to each and every one of our client's estate needs and concerns.