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State Estate and Inheritance Taxes: Does Your State Have Them and How Should You Plan for Them

Tue 19 May, by on Estate Planning

State Estate and Inheritance Taxes: Does Your State Have Them and How Should You Plan for Them

The federal gift and estate tax exclusion is currently very high—$11.58 million for an individual and $23.16 million for a married couple in 2020. As a result, only very wealthy people currently need to be concerned that their estates will be taxable at the federal level, at least until 2026, when the increased exclusion amount is scheduled to return to the $5 million (adjusted for inflation) exclusion in place before the 2017 Tax Cuts and …

Caring For Yourself Through Estate Planning

Fri 15 May, by on Estate Planning

Caring For Yourself Through Estate Planning

Time seems to be the one thing we just can’t get enough of. This is especially true if you are one of our nurses or frontline healthcare workers. You work tirelessly caring for others and may not have a lot of free time to work on your estate planning. If you are able to answer the following questions or at least think them through, you can get a jump start on the estate planning process …

Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones

Wed 22 Apr, by on Estate Planning

Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones

News about the coronavirus is everywhere, and we have all been affected by it in some way, even if we are currently completely healthy. Although it may seem as though circumstances are spinning beyond our control, we are not powerless. There are steps we can take to protect ourselves and our families, both physically and financially. First, we can exercise caution in our interactions with others to ensure their health as well as our own, …

Preparing for Coronavirus: The #1 Legal Document Every Adult Needs to Have

Mon 13 Apr, by on Estate Planning

Preparing for Coronavirus: The #1 Legal Document Every Adult Needs to Have

As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel helpless during this pandemic. In fact, now is a great time to be proactive and plan ahead should you or a loved one fall ill. One of the most important and relatively easy things you can do (and should do) is to select a medical agent and set up your advance healthcare directive. What Is …

When is “living probate” necessary?

Fri 10 Apr, by on Estate Planning, Probate

When is “living probate” necessary?

If you become incapacitated, who is going to take care of you?  You will not be able to make medical decisions for yourself and you will not be able to manage your day-today affairs.  If you do not have the appropriate estate plan in place, your family may be headed to the probate court long before you are deceased. Conservatorship or Guardianship Proceedings In some states a living probate is referred to as a guardianship …

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