When putting together your estate plan, you need to choose an Executor, the person responsible for administering your estate. Once you’ve decided on who that should be, there are things you can do to help your Executor out.  Prepare a list of assets, including real...
Parents of a child who is receiving benefits from a needs based government program (or might be eligible for such benefits in the future) must pay careful attention to their estate planning. The options available for leaving assets to the child are: Disinherit the...
Many couples would like to provide for their spouse in their wills, but also make sure their respective children from a previous marriage receive an inheritance.  They worry that if everything is left to the surviving spouse, then the survivor’s children will receive...
With the election nearing, many are thinking about changes that may be on the horizon. Â We are always monitoring changes in the law that impact estate planning and, now especially, potential changes in the federal estate and gift tax exemption. The current exclusion...
As we navigate through the COVID pandemic, the importance of estate planning for all individuals is more clear than ever.  For people with children, estate planning is usually pretty straightforward – leave everything to the children in equal shares. Sometimes...
Over the past several months, my team has done a great job of keeping pace as news and needs change. Â Often, they go above and beyond to bring you the best service possible. Â I would like to take a moment to introduce you to the support team that is running the show...
Recent Comments