When Should an Estate Plan Be Reviewed?
June 14, 2021
The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
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The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
If you are planning to take another walk down the aisle, it is critical to take the time to review and revise your estate plan, especially if meaningful assets and debts are being brought into the marriage.
What happens if you don’t have any family to be personal representative? Other than a family member, who can be personal representative?
How can you prepare your children to handle the assets they’ll eventually inherit?
A recent client came into my office devastated. He left with hope for the future. His story shows that planning ahead is the wisest choice.
For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.
The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
What are the advantages and disadvantages of a parent transferring the title of a home to a child?
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