May 20, 2022 •
Estate Planning 
Frequent triggers also include changes in the health of executors and guardians; changes in laws, which may impact tax and legal strategies; and changes in state residence, which can also impact planning.
Read More
Have you thought about what will happen to your Bitcoin when you die? For many of us, the thought has at least crossed our mind.
Read MoreApril 15, 2022 •
Estate Planning 
To get power of attorney (POA), the person granting you that power must name you as the agent to have the powers specified in the POA document. It must be signed by the giver while s/he is sound of mind.
Read MoreApril 12, 2022 •
Estate Planning 
It's hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family's leadership role and manage the family's transition of wealth.
Read MoreApril 6, 2022 •
Estate Planning 
It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:
Read MoreApril 1, 2022 •
Estate Planning 
Given their salaries and the chances of getting sued, physicians should strongly consider estate planning early in their careers.
Read MoreMarch 29, 2022 •
Estate Planning 
My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?
Read MoreMarch 18, 2022 •
Estate Planning 
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
Read MoreMarch 15, 2022 •
Estate Planning 
In today’s digital era, the departed will be survived by their electronic footprints, such as iPhone photo albums, Spotify playlists—and cryptocurrency wallets.
Read MoreMarch 11, 2022 •
Estate Planning 
My mother passed, and she was an administrator of my grandfather’s estate and the inheritances. The estate accumulated quite a bit of back taxes over the years. Will the IRS put a lien on that estate as well as hers to retrieve funds?
Read More
