In this Episode we discuss the importance of protecting certain original legal documents, and how to avoid will challenges.

  It makes sense that any digital assets that contain money or something of value should be considered in your digital estate plan. However, with a growing number of accounts and assets online these days, it’s all too easy to downplay digital assets. In addition to your tangible assets, the sentimental value of and the […]

  Parents may try their best to treat children equally. However, a new research study shows that they may have a favorite and it will play out in multiple ways. The Journal of Consumer Psychology shows what may parents choose which child to give a $25 bond gift to. Fathers were most likely to choose […]

There are ten key questions that you should consider in the process of thinking about giving away money as part of your estate.  Consulting with a knowledgeable estate planning lawyer can help you get half the way towards protecting your interests and ensuring that you’ve considered all potential outcomes. These questions include: Have you already […]

The Treasury Department is currently evaluating a proposed regulation that could change how wealthy business owners are eligible to pass on businesses to their children or other heirs. individuals are currently able to discount valuations of stakes in a family owned business to minimize the taxes due upon transfer. A 40% levy could be applied […]

Most estate planning conversations with a lawyer have to do with the trusts that are set up upon each individual’s death, their attitudes or self-sustaining care towards the end of the life and the distribution of their assets.  However, you should never neglect the softer side of your estate planning including your care of your […]

There are two major types of durable powers of attorney that can be essential for estate planning purposes. They should always be executed as part of a comprehensive estate plan that has put together by a knowledgeable attorney.   First of all, you may use a durable power of attorney for asset management which gives […]

Leaving behind sizeable cash assets, gifting or transferring this type of wealth to family members is part of your estate plan and could be subjective to significant taxes if you are not careful. However, if you transfer real estate investments of similar value, this could lead to significant discounts.  Real estate investments in which the […]

Financial and estate planning advice is intended to apply to everyone but the strategies and tactics used maybe differentiated based on the gender and age of the person asking the questions. The reality is that all statistics point to women longer than men and facing more significant issues when it comes to ensuring that the […]

Veterans Aid & Attendance Benefits and Pet Trusts