March 8, 2021 •
Estate Planning ![]()
I was told that unlike wills, a trust doesn’t require probate and is not taxable. My main asset is a house that I want to pass on to my son. Would a living trust help?
Read MoreMarch 2, 2021 •
Estate Planning ![]()
I understand that most people don’t need a living trust because probate is simple in the state, but can having a living trust save you time or money?
Read MoreMarch 1, 2021 •
Estate Planning ![]()
Estate planning can help you pass on assets to your heirs, while potentially minimizing taxes. When gifting assets, it’s important to consider when and how the generation-skipping tax transfer (GSTT) may apply.
Read MoreFebruary 11, 2021 •
Estate Planning ![]()
The difference between power of attorney and guardianship is a common question asked by adult children. Both roles share a duty to provide care and oversight of medical care and health.
Read MoreFebruary 10, 2021 •
Estate Planning ![]()
It’s possible to make changes to your will after it’s written, including removing or adding an executor, if necessary.
Read MoreFebruary 4, 2021 •
Estate Planning ![]()
Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be tasked with carrying out a loved one’s final wishes.
Read MoreFebruary 1, 2021 •
Estate Planning ![]()
Can an owner of a timeshare will the timeshare back to the timeshare corporation and does the corporation have to accept it?
Read MoreJanuary 28, 2021 •
Estate Planning 
A letter of last instruction is a document that outlines funeral planning processes and arrangements. A letter of last instruction should not be confused with a will or testament, which is a legal document that expresses an individual’s wishes on how and to whom their estate should be transferred after their death.
Read MoreJanuary 19, 2021 •
Estate Planning ![]()
Everything each spouse earns during their marriage is community property. Fortunately, a gift or inheritance is separate property. However, that’s only half the battle.
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