Estate Planning Essentials

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.

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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.

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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.

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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.

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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 […]

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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 & […]

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Despite what you may have heard, a will may not be the best plan for you and your family. There are two reasons for this. First, a will does not avoid probate when you die. A will must be validated by the probate court before it can be enforced. Second, as a will only goes […]

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One of life’s toughest challenges is to face serious illness, incapacity, or the end of life for a loved one. Here is exactly what you need to know about each of your valuable estate planning documents to help guide you through those times. We create both legal and health documents to ensure that you and […]

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Disclaimer: Materials prepared by JM LAW, PLLC are for general informational purposes only. Educational material does not create an attorney-client relationship and is not an offer to represent you. You should not act or refrain from acting based on information provided.

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