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.

Estate attorneys and financial planners typically recommend working to keep accounts and property out of probate. That said, the probate system, in some cases, can be used to your advantage.

In a financial power of attorney, you designate an agent or attorney-in-fact to act on your behalf if you become disabled or unable to manage your financial affairs. When you are selecting powers to give your agent, you should carefully consider three powers in particular.

When a spouse dies, the last thing their surviving spouse wants to worry about is estate taxes. The latest change by the IRS gives some grieving spouses more time to get advice from their estate planning attorney.

A robust estate plan provides for the well-being and financial security of your loved ones and helps you protect and control your legacy. Well-structured life insurance has helped many of our clients do just this. We work closely with life insurance professional Carmen Bississo of Cassaday & Company so that our clients get the best […]

You can expect amendments and updates to tax regulations every year, if not more often. An important point to discuss with us before the end of this year is how to get the maximum benefit from the temporarily higher federal gift and estate tax exemption – before it changes. Status Of The Federal Gift & […]

In September, the House of Representatives published proposed changes to tax laws and regulations. If your estate is currently valued at more than $5.5 million (for individuals) or $11 million (for married couples) or if you’re considering setting up a trust, we may recommend that you act before the end of the year because of […]