Some states collect an Estate tax (also known as a “death tax”) which is based on the value of the deceased person’s estate and, in some states, who inherits...
Estate Planning
read more
Storing Your Original Estate Planning Documents
Our office is often asked where original estate planning documents—wills, trusts, powers of attorney, and healthcare directives—should be stored for...
Estate Planning Basics for Newlyweds
It’s the time of year for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this is a joyous time for...
Incapacity Planning IV: Choosing the Right Agents
A designated health care or financial representative is also called an “Agent.” When selecting the agents who will be named in your incapacity plan, there are...
Incapacity Planning III: Three Must-Have Documents for Making HealthCare Decisions
There are three essential legal documents for making healthcare decisions that must be in place prior to becoming incapacitated: 1. Medical Power of Attorney....