Estate Planning Essentials

Contact us to schedule a Legacy Roundtable with you, your loved ones, your estate attorney, and your financial advisor. We’ll lead it for you.

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Tax time is coming up fast. Start with these helpful tax guidelines for 2023 and 2024.

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The end of the year will be here before we know it. To help you get ahead, we’ve created a checklist of top-priority items to address before the year ends.

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The SECURE Act altered how a beneficiary of an IRA is required to take withdrawals. Because of this, it may be more advantageous to make a trust the beneficiary of an IRA.

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

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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.

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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.

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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!

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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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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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