Mid-Year Estate Planning Checklist
We’re halfway through 2024, and it’s a good time to assess how well you’re meeting any estate planning goals you set at the beginning of
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Q&A with Loraine: Designating Someone to Make Health Care Decisions?
Question: My children made a very poor medical decision for me years ago, and I need to prevent it from ever happening again. We live
Q&A with Loraine: Designating Someone to Make Health Care Decisions? Read More »
Gifting to Graduates
Gifts of Money Planning monetary gifts carefully can help minimize possible gift tax, estate tax, and income tax consequences and maximize potential tax benefits. In
Gifting to Graduates Read More »
Q&A with Loraine: Who Would Inherit in This Situation?
Question: Who would be the heir to an estate in this situation? The individual has a Will, but it is not up to date, and
Q&A with Loraine: Who Would Inherit in This Situation? Read More »
What are the Taxes that Affect a Person’s Estate?
Tax season is over, but you may still have questions about taxes that affect estates and estate planning, including gift taxes, estate taxes, and income
What are the Taxes that Affect a Person’s Estate? Read More »
Q&A with Loraine: My Husband Passed Away Without a Will. I Filed Probate Paperwork to be the Administrator.
Question: My husband passed away without a Will. I filed probate paperwork to be the administrator. I was told when I filed the paperwork, I
Wedding Planning and Estate Planning Go Hand in Hand
Love is in the air, and many couples are anticipating and planning summer weddings. While it may not seem like the most romantic topic, estate
Wedding Planning and Estate Planning Go Hand in Hand Read More »
Q&A with Loraine: How Do I Leave My House to My Grandson Instead of My Children?
Question: Can I leave my mortgaged house to my grandson in my Will even though I have two children? My children do not want him to
Q&A with Loraine: How Do I Leave My House to My Grandson Instead of My Children? Read More »
