Category: Estate Planning

Handwriting an estate plan on your own is never a good idea. All too often estate planners are requested to review planning documents that were

Did you know that the Internal Revenue Service loves Valentine’s Day, too? It’s true! This is evidenced by sections 2056 and 2523 of the Internal

You may have already taken the important steps to organize your estate plan and establish a revocable living trust, but are you sure that all

Thinking about how to start off the New Year responsibly? Take control of your personal affairs by completing your estate planning. The past two years

Many people are unaware that a holiday gift splurge may actually be even more expensive than originally anticipated. The Internal Revenue Code imposes up to

The death of a loved one is a difficult time. The administration of the Estate of the person can make the death that much more

The 2021 Federal Estate Exemption is $11.7 million dollars for individuals and $23.4 million dollars for married couples. The exemption amount is a result of

Similar to a Financial Power of Attorney, a Medical Power of Attorney, sometimes referred to as an Advanced Health Care Directive, allows a person (“principal”)

A Financial Power of Attorney, sometimes referred to as a Durable Power of Attorney, is another critical piece of a well-structured estate plan. The Financial

A pour-over will accompanies a revocable living trust in a well-crafted estate planning portfolio. The purpose of a pour-over will is to “catch” assets that