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. This list will help you save money on taxes, protect your loved ones, and comply with government rules and regulations.
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.
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.
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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.