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How Do You Pass Down a Vacation Home?

March 1, 2022 No Comments

If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.

When should a Guardian or Conservator be Appointed?

February 25, 2022 No Comments

Seeking a guardianship for a loved one is a decision that shouldn’t be taken lightly. Here’s how the process works.

Does Your Will and Estate Planning Documents Need to Be Updated?

February 23, 2022 No Comments

It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.

How to File Tax Return When Mom Passes Away

February 21, 2022 No Comments

No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.

What are the Biggest Tax Mistakes in Wealth Transfer?

February 18, 2022 No Comments

We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?

What are Common Mistakes People Make with Living Trusts?

February 16, 2022 No Comments

Of course, just because you have a living trust doesn’t mean you are all set. Here are a few of the most common mistakes people make with their living trusts.

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

February 14, 2022 No Comments

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.

What Is the HEMS Standard?

February 11, 2022 No Comments

The ‘HEMS’ (health, education, maintenance, support) standard in estate planning is used to guide trustees in how/when they should release funds to a beneficiary.