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The Federal Estate tax exemptions is set to increase in 2024.Understand the 2024 IRS adjustments for gift and estate tax exemptions. Learn how these changes impact your financial legacy and estate planning strategies.
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Planning as part of the sandwich generation presents enormous challenges. Here are 6 steps to take to meet those challenges.The "Sandwich Generation" is caught between caring for their parents and their children. Planning for them both can be challenging.
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Holiday gatherings with family may be a good opportunity to discuss many aspects of an aging loved one's planning and wishes should they get sick.Family get togethers are not merely an opportunity to reconnect with loved ones.
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Planning for a child with special needs presents challenges that can be addressed with a Last Will and Testament that has a Special Needs TrustSetting aside assets and support for a child with special needs when your gone can be challenging. A will with a special needs trust can help.
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What Are the Consequences of Disinheriting a Child?Disinheriting a child can lead to family conflict and legal challenges. Learn alternatives like trusts to protect inheritance and ensure fair distribution.
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Why Having a Will is ImportantMany Americans feel they do not have enough assets to deem a will necessary, but unless you are destitute, you probably own a lot more than you think.
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Who is in Charge of Settling an Estate When a Will is Not Present?Once probate is underway, the named executor will take the necessary steps to complete probate and notify beneficiaries named in the will.
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Helping Your Family With a Prepaid Funeral PlanEase your family's burden with a prepaid funeral plan. Discover how planning ahead secures your wishes and cuts costly funeral expenses.
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How to Amend Your Estate PlanHaving a spouse pass away is a challenging life event emotionally, mentally, and financially that often requires an amendment to your estate plan.
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How You Share Your Assets With Your Children is Up to YouConsidering equal inheritances in your will or trust is common. Many families follow the "Equality Principle" for an even distribution among children.
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Discussing Your Parent’s Financial FutureYou shouldn't put off talking about finances with your parent if he or she is already experiencing cognitive decline.
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Having a Conversation with Family About End-of-Life CareWhile it is sobering to have open and honest discussions with family members about your mortality, it is prudent. Our family law attorney explains more