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Estate Planning

Are Millennials Estate Planning?

March 16, 2022

As the coronavirus pandemic increased anxiety and upended many lives, it led U.S. millennials to get more serious about end-of-life planning.

Estate Planning | Probate

Do I Need an Attorney for Probate?

March 10, 2022

A competent elder law or estate attorney can discuss and use, where appropriate, such provisions as the family exemption, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.

Estate Planning

What Women Need to Know About Finances After Divorce

March 7, 2022

The early part of the year is often referred to as “divorce season,” since it’s a popular time for couples to part ways. Regardless of when it happens, divorce is a significant time of change for women in many aspects, especially when it comes to their finances and money management.

Estate Planning

Who Is the Best Choice for Power of Attorney?

March 3, 2022

These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.

Estate Planning

Can You Get a Tax Deduction for Giving a Gift?

March 1, 2022

In terms of federal tax law changes, the last year had much ado but little change.

Estate Planning

Should I Delay Claiming Social Security?

February 21, 2022

When you begin claiming affects how much money you get from the program, and once you're receiving checks, it's difficult to undo your decision.

Estate Planning

What Legal Terms in Estate Planning do Non-Lawyers Need to Know?

February 16, 2022

For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.

Estate Planning

Write a Letter of Instruction for Loved Ones

February 14, 2022

Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.

Estate Planning

Storing Passwords in Case of Death

February 8, 2022

Deborah Placet had no idea how to access her husband’s cryptocurrency and other digital accounts after his unexpected death at age 52.

Estate Planning

Will Prince’s Heirs Finally Get Some of His Estate?

February 7, 2022

The six-year legal battle over pop superstar Prince’s estate has ended, meaning the process of distributing the artist’s wealth could begin next month.

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