The estate and gift tax elements of the American Taxpayer Relief Act extended the favorable rules that were previously in place. The $5 million exemption,
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Choose Carefully When Choosing Your Successor Trustee
It’s smart to work with an estate planning attorney to set up a will or a trust. But it’s not so wise to put these
Not to be Morbid, but You Should Be Preparing for the End of Your Life
Some of the basics we all need to have are a budget, a bank account, insurance and an estate plan. This last one shouldn’t be
Do You Have a Powerful Power of Attorney?
In some circumstances, no legal document is more critical than a power of attorney, and it’s one that is full of potential pitfalls. This form
Are You Up for the Big Job of Being an Executor?
Being named an executor of a will is a big responsibility. However, most individuals selected know nothing about what they need to do in the
Win-Win With Charitable Trusts
If you have several substantial bequests to charities in your will, this Kiplinger’s article asks if it would be better to see the charity use
Special Needs Trusts Available to Everyone Who Needs One
A child who suffers the onset of severe epilepsy and developmental regression may require lifelong special needs. This calls for a redrafting of a basic
Hey, Do You Want to be Executor of My Estate?
If you and your spouse have no children, are retired and have a sizable estate, MarketWatch asks whether it is okay to use an attorney
Don’t Add to Your Family’s Stress If You Die Young
Raising the topic of your own death with your parents, siblings, or partner may sound silly if you’re in your 20s or 30s, particularly if
Take Life’s Transitions Seriously
Many folks take on estate and financial planning in a piecemeal manner. It’s something they visit every now and then. Maybe they speak with an
Persistent Problems with Powers of Attorney
Your parents or other relatives signed a durable power of attorney, which lets you handle their finances in the event they become incapacitated. However, The
What’s the Big Deal about Writing a Will?
CNBC’s article, “Prince or pauper, young or old, here’s why you still need a will,” lists the top three reasons why it’s vital to write