Estate Planning
Estate Planning Related Tax Laws: Where Are We Now?
A. Proposed Tax Legislation As you are likely already aware, 2021 was the year of almost massive tax law changes, especially in the estate planning ...
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Q&A with Loraine: Releasing an Executor from Liability
Question: When the estate is completely settled, what steps does the executor take to release himself from future liability? Background: My brother is the Executor ...
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Q&A with Loraine: Selling Mother’s House
Question: Do I need to go through a lengthy probate process to sell my mother’s house (her only asset) or is there a simpler way? ...
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Five Reasons Why Estate Planning is Important
Estate planning may feel like an overwhelming task, but it’s an important responsibility. Estate planning isn’t just for the wealthy! Everyone can benefit from a ...
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A Simple Estate Plan Leads to a Family of Clients
When John Chouinard, a client relationship manager, first thought about creating an estate plan, he contacted the corporate attorneys at his employer, a public company ...
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Q&A with Loraine: Mother’s Jewelry
Question: When my mother died, she left me all her jewelry, which is in a bank safe deposit box. How can I retrieve what my ...
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Q&A with Loraine: Mom Left No Will
Question: Can I skip probate court to sell my mother’s real estate property? She died without a Will. Background: My mother passed a few months ...
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Think Your Estate Plans Are in Order? Have You Considered Your iPhones?
In the past decade, it has become far more common for individuals to consider online accounts and their content in estate plans. The question then ...
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