The concept of gifting comes up a lot in estate planning. Gifting can be a great tool. People often explore this option when they are trying..
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A Medical Power of Attorney is similar to the Financial Power of Attorney, but this document covers everything about your physical person. It covers not only..
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A Financial Power of Attorney is a legal document that allows you to appoint a helper called an “agent” to manage your finances on your behalf...
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At the end of 2021, the Internal Revenue Service (IRS) issued Rev. Proc. 2021-45 which provides inflation adjustments for sixty-two sections of the Internal Revenue Code..
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Did you know that roughly 60% of Americans don’t have a will? The top reason why so many adults don’t have estate plans is that they..
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Nobody likes to think about what happens after they die. When it comes to planning, we love to devote hours to planning vacations, researching big purchases,..
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If you’re interested in learning more about the benefits of setting up a trust, but you’re concerned about how long that will take, this is a..
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In some of our previous blog posts, we’ve discussed the importance of having an estate plan, but some people still wonder if they need to worry..
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If you don’t know much about estate planning, it’s still likely that you’ve heard the word probate, and that probate is something you absolutely want to..
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Several years ago, we were speaking with a client who mentioned she had a 29-year-old brother who had passed the year before. He owned a home,..
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