Creating an Estate Plan that includes a Revocable Trust, pour-over Will, Property Power of Attorney, Health…
Category: ESTATE PLANNING
What Does the Executor of a Will Do?
The executor of a will is the individual that will handle the estate administration tasks. It…
This Case Demonstrates the Dangers of DIY Estate Planning
A lot of people think that they can take legal matters into their own hands. You…
Cybersecurity Tips For Your Law Firm
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Who Are the Heirs of a Deceased Person?
When someone passes away, who are the heirs of a deceased person? This is a question…
Do You Report an Inheritance When You File Your Income Tax Returns?
It is natural to think that you may have to claim an inheritance as taxable income…
The Intersection of Asset Protection Planning and Estate Planning – Part II
As part of the Estate Planning process, an attorney explores numerous topics with the client to…
Common Mistakes in Estate Planning – Part II
Creating an Estate Plan that includes a Revocable Trust, pour-over Will, Property Power of Attorney, Health…
Guardianship and Conservatorship: Frequently Asked Questions
We find that clients sometimes have questions about guardianship and conservatorship. With this in mind, we…
Consider the Benefits of Aging in Place
After the active retirement years start to wane, life for seniors will take on a different…