IRS Changes Rule on Inheritance Taxes
August 14, 2023
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The agency has curbed the tax break on a particular kind of trust that is often used to minimize capital gains taxes.
Our Blog
How to Pass the Family Home to Your Children
August 9, 2023
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It’s perfectly normal for aging parents who are currently completing their will along with their lawyer’s guidance, to leave the family home to their children.
Estate Planning for Second Marriages
August 7, 2023
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If you are getting remarried, you obviously want to celebrate. However, it is also important to focus on less exciting matters, like redoing your estate plan.
What are the Benefits of Making a Living Trust?
July 19, 2023
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There are some significant benefits of creating a living trust.
Free Estate Planning Seminar on Tuesday, July 18, 2023 at 5:30 pm
July 11, 2023
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As we progress through life, it becomes increasingly important to prepare for the future. Estate planning plays a crucial role in ensuring that your hard-earned
Prepare Now for Coming Estate Tax Changes
June 15, 2023
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One of the most significant changes Americans will soon see is the sunsetting of tax laws under the Tax Cuts and Jobs Act (TCJA) of 2017.
How Do I Create My Digital Estate?
June 13, 2023
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Today, much of our lives is digital, and many things we hold dear are not physical. However, what happens to our digital assets when we die? That’s where digital estate planning comes in.
What if My Executor Dies?
June 10, 2023
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When someone passes away, it’s up to their executor to handle the probate process. However, what happens if the executor of a will dies?
Inheritances When Unequal Is Actually Fair
June 2, 2023
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There are times when it makes sense to leave more to one child than another.
Is It Possible to Split an IRA?
May 25, 2023
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Like most assets, you can inherit an individual retirement account (IRA) after the owner’s death. For spouses, inheriting an IRA is a relatively straightforward process.
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