Tax laws and regulations can be tricky, particularly when it comes to estate planning. Recently, the IRS issued a new ruling that clarifies how property held in an irrevocable trust will be treated.

How to set up legacy contacts for Apple, Google, and password management software to ensure access to your digital accounts after incapacity or death.

When a loved one dies: first, you grieve. Next, as their successor trustee, there is a series of obligations that you must handle to put your loved one to rest and to manage their estate.

Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you if you become incapacitated. They take care of your family and even your pets.

HEMS stands for health, education, maintenance, or support and is frequently included in trust agreements to guide a trustee on the types of distributions they may make to a trust beneficiary.

So, you have decided to take control of your estate planning and are given two choices: will-based planning or trust-based planning. If the differences between the two confuse you, you are not alone!

We know that you are always looking for ways to protect your family and loved ones. Here are six steps to take this year to help make sure that your estate plan protects you and yours.

We hope you are looking forward to the holidays and the opportunity to relax and enjoy the company of friends and family.

The IRS recently announced that it will adjust estate tax exclusions in 2023 for inflation.

There are many tools that an experienced estate attorney can use to keep your money and property out of probate. Setting up a revocable living trust is often the best, most comprehensive option for avoiding probate.