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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 …

What to Do When Your Doctor Says to “Get Your Affairs in Order”

Wed 25 Mar, by on Estate Planning

What to Do When Your Doctor Says to “Get Your Affairs in Order”

Five words no one ever wants to hear from their doctor: “Get your affairs in order.” Unfortunately, 58 percent of Americans do not have a will or trust, and it often requires a chronic disease or terminal illness diagnosis, or other life-changing events to prompt the estate planning process.¹ Talk to your attorney about completing the documents below and follow these tips to protect your future and make the circumstances easier for your loved ones. …

Which Distribution Method Is Best?

Wed 19 Feb, by on Estate Planning

Which Distribution Method Is Best?

If you are a parent, you probably love to do good things for your children—and leaving them an inheritance is one of the most tangible ways you can show your love once you are gone. What you may not know is that there are a variety of ways that you can leave money and property to your children, and you can choose the method you think best takes your goals, including their well-being, into account. …

How to Minimize the (Voluntary) Federal Estate Tax with Portability

Mon 10 Feb, by on Estate Planning

How to Minimize the (Voluntary) Federal Estate Tax with Portability

Surprising to most people, the federal estate tax is a voluntary tax. Estate planning attorneys used to say, “You only pay if you don’t plan.” Now, portability of the federal estate tax exclusion provides both an alternative and a back up plan to lifetime tax planning. This means you might be able to minimize or even eliminate federal estate taxes even if you didn’t plan. Here’s how. Portability allows married couples to use two estate …

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