» Estate Planning

No one wants to think about their parents passing away. However, having difficult conversations now about your parents’ estate plan (or lack thereof) can provide peace of mind for your parents and their loved ones for when that day comes. Many peop… Read More

As January comes to a close, it’s important to remember that reviewing and possibly updating your estate plan should still be among your new year’s resolutions. There may be several obvious reasons why you might need to update your estate pla… Read More

We’ve been posting, along with many others, about the new federal Corporate Transparency Act. (Read our overview here.) The Act requires most small and medium-sized companies (“Reporting Companies”) to disclose to the U.S. Treasury Department i… Read More

You gave your spouse your heart, but did you know that you can also give them unlimited gifts during your life or after your death that are free of gift and estate tax? The “unlimited marital deduction” is an important tool for transferring subst… Read More

How do you plan for digital assets? Most of our financial information, social interactions, and family sentiments are in some form of digital storage. These are commonly called “digital assets.” More and more of our lives are no longer in tangibl… Read More

If you have done your estate planning, you have almost certainly signed a general power attorney. In that document, you (the “principal”) gave another person (your “agent“) authority to act on your behalf in all matters not related to health… Read More

Why is estate planning vital for unmarried couples? You may think that you don’t need to worry about estate planning until after you are married, but estate planning for unmarried couples is just as important as it is for their married counterparts… Read More

A critical piece of proper estate planning is making sure you have power of attorney designations for both your financial and health care matters. These documents ensure that someone you name is in control of your financial affairs when needed and ha… Read More