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A Guide to Probate

Even though probate has a bad reputation, thoughtful estate planning can help you minimize or avoid it. In reality, most heirs will have to navigate the probate process to some degree after losing a loved one. Understanding what probate is…

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Legal Documents That Are Essential

It is imperative that every American has an estate plan in place if they wish to protect themselves and their loved ones. Making sound decisions regarding finances and healthcare can become challenging as you age due to diminished mental capacity…

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Planning an Estate and Proposed Tax Reforms

Adapting your estate plan to complex and ever-changing federal estate tax law, gifts, and GST exemptions may require an annual review and update. Since 2018, federal tax assessment on estates above $11.7 million, indexed for inflation every year, will default…

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Estate Planning With Your Spouse or Partner

Planning an estate requires thoughtful discussion and careful consideration with your spouse or life partner. Before meeting with an estate planning attorney, it is best to discuss your ideas to present a united goal. This conversation can be challenging if…

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