» Estate Planning

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

What makes you tremble when you think about estate planning? On this Halloween day, I thought I’d let you in on a few of the estate planning fears people have shared with me over the years: If I plan for death, I will die. This is a very real fear… Read More

The word “estate” usually conjures images of older, high-net-worth individuals with small dogs and grandiose homes. So, estate planning is only for people like that, right? In reality, estate planning is for every adult, regardless of age or net… Read More

I’m occasionally asked if an individual can create or update an estate plan if a doctor has opined that the individual can no longer make sound decisions or the individual has a court-appointed guardian or conservator. The short answer: It depends.… Read More