Estate Planning Blog

We provide a concierge level of service when planning for your legacy.

Book an Initial Call

Can Cryptocurrency Be Part of an Estate Plan?

November 29, 2021
If you’re merely dipping your toe in cryptocurrency, it can be hard to imagine your crypto as something worth talking to an estate attorney about. But that $100 in fun money could grow to a significant percentage of your total investments, sometimes overnight.
Read More

Drafting Your Own Will On-Line Could be Costly.

November 27, 2021
An online form or a DIY will kit may be a more cost-effective option. However, hiring a lawyer could save you money in the future.
Read More

Can My Agent Change My Will?

November 25, 2021
Power of attorney is one of the most important legal forms for estate and elder care planning. Along with wills and trust documents, it is a critical document for arranging one’s affairs.
Read More

Why Is a Living Trust Important?

November 24, 2021
While no one wants to think about his or her own death, planning for the inevitable is an important part of protecting your assets and those you love.
Read More

Inherited IRAs and Taxes.

November 23, 2021
Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in unless an estate exceeds $11.7 million.
Read More

Is It Important to Have a Power of Attorney?

November 22, 2021
While we are alive, we can clearly make our own decisions. Unfortunately, one day you may find yourself in a situation where you cannot make your own decisions. Such situations occur most often in accidents, illnesses (physical or mental) and simple aging situations.
Read More

What a Will Won’t Accomplish

November 19, 2021
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
Read More

What Do I Do with Estate Plan after Divorce?

November 18, 2021
Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure that your estate planning is up to date.
Read More

Should You Put Your House in Your Child’s Name?

November 17, 2021
In a nutshell, it might be better for your mom to put the home in a living trust that allows her to control the home while she is alive and allows you to inherit the home through the trust upon her death.
Read More

What If an Account has No Named Beneficiary?

November 16, 2021
My wife died and left a bank account with no beneficiary. The bank tells me I have to go through probate. I inherited everything else. What do I have to do?
Read More
1 2 3 4 5 6

Book an Initial Call

Schedule an available time to speak with us. We look forward to meeting with you!
Book an Initial Call

Join Our eNewsletter

Stay informed and updated by subscribing to our eNewsletter!
Subscribe Now!
Integrity Marketing Solutions - Estate Planning Marketing
Powered by