February 25, 2022 •
Estate Planning 
No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
Read MoreFebruary 24, 2022 •
Estate Planning 
Estate planning is a term generally applied to the steps taken to create a roadmap for a person’s assets when they die or become incapacitated.
Read MoreFebruary 23, 2022 •
Estate Planning 
Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works.
Read MoreFebruary 22, 2022 •
Estate Planning 
It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
Read MoreFebruary 21, 2022 •
Estate Planning 
The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
Read MoreFebruary 18, 2022 •
Estate Planning 
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
Read MoreFebruary 17, 2022 •
Estate Planning 
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
Read MoreFebruary 16, 2022 •
Estate Planning 
Of course, just because you have a living trust doesn't mean you are all set. Here are a few of the most common mistakes people make with their living trusts.
Read MoreFebruary 15, 2022 •
Estate Planning 
Administration of a decedent’s estate may involve investment accounts (with stocks and bonds) held in the decedent’s name or trust.
Read MoreFebruary 15, 2022 •
Estate Planning 
Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.
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