What is the Gift Tax and Who Pays It?
While the common saying is “there’s no such thing as a free lunch,” some might argue that there is no such thing as a free…
August 17, 2022
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Financial vs Medical Power of Attorney: What’s the Difference?
Your estate planning toolkit contains many different documents, each with its own unique purpose. We have all heard the term “power of attorney,” but what…
July 17, 2022
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Understanding the Basics of Estate Planning
Does hearing the phrase “estate planning” cause your eyes to glaze over or make you want to hum a tune to block out the incoming…
June 17, 2022
What are the 4 Major Types of Taxes to Consider in Estate Planning?
It is often said that there are only 2 certainties in life: death and taxes. True or not, estate planning is still an important step…
May 17, 2022
What Is the Difference Between a Trust and a Will?
When it comes to estate planning, the most important consideration is that it works for you. You have choices in how your loved ones are…
April 17, 2022
What is a Trustee?
There are many people involved in a trust; the grantor who creates the trust, the beneficiaries who receive benefits from the trust, as well as…
March 17, 2022
What is Trust Litigation and What Should you Know About it?
A trust is a fiduciary arrangement that allows a person or entity to hold and control assets on behalf of another individual. When there is…
February 17, 2022
Are Estate Planning Fees or Estate Administration Fees Tax Deductible?
Estate planning is an investment in yourself and your loved ones, for now and the future. Estate planning comes with a wide range of costs…
January 17, 2022
Can a Lawyer Help with a Business Plan?
Starting a business seems simple enough…you have an idea, create a name, consider sources for funding, start writing a business plan…and then what? Suddenly you…
October 31, 2021
How Do You Know if Probate is Necessary?
When a loved one passes away, the nominated personal representative must distribute the decedent’s property according to the terms of the decedent’s will. The process…
October 24, 2021
