Each life stage has unique estate planning needs. Are you young and single? Perhaps you were at one point but are now married with young
Retirement brings change and involves planning. You are getting older. As a result, retirement is getting closer. Although you could choose to ignore this fact,
Estate planning requires proactive steps. Perhaps you have never made an estates plan. Maybe you recently moved to another state, making the legality of your
There are different types of powers of attorney. You never know if illness or accident will incapacitate you. This simple fact has never felt more
Specific planning is required to pass your house without taxes. You are a homeowner. This is one asset you plan to pass along to your
Gifting can help you minimize the value of your estate. The federal estate tax exclusion amount is $11.58 million in 2020. This is an appealing
A fiduciary duty requires one to prioritize the needs of another. You have heard the term “fiduciary duty.” Perhaps you heard it in conjunction with
Serving as an executor requires both time and energy. You have been asked to serve as an executor (also known by the gender neutral title
You need to have a plan in place for when your child with autism turns eighteen. Children grow up. It is a fact of life.
Dying intestate is not ideal for distributing your inheritance. You have heard you need an estate plan. The problem is you do not want to
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