Estate Planning
Q&A with Loraine: Selling Unneeded Cemetery Plots
Question: I want to sell my grandparents’ extra cemetery plots as no one else in my family will use them. Background: My grandparents bought four ...
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How to Pass Assets to Your Spouse Under Your Estate Plan
For married couples, you will need to decide how to pass all or a portion of your assets to the surviving spouse under your estate ...
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Texting, Technology and Wills: Holographic wills and estate planning
What is a holographic will? A holographic will is a handwritten and testator-signed document that serves an alternative to a will created by an attorney. ...
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Q&A with Loraine: Reaching Your Attorney
Question: I hired an attorney to help me with a matter, but now I can never reach her when she’s in the office and not ...
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How to Pass Inheritances to Your Children and Other Non-Spouse Beneficiaries
One of the primary decisions that you will need to make in structuring your estate plan is how to eventually pass on your remaining ...
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Q&A with Loraine: Out-of-state-probate
Question: I am the executor of my father’s estate and have sent all the paperwork to the bank to liquidate his accounts. However, the bank ...
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Q&A with Loraine: Joint Bank Accounts
Question: If spouses (my brother and his wife) have a joint bank account, what happens to the assets in that account if one of them ...
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NEWS ALERT: House Ways and Means Committee Proposed Tax Legislation to Be Enacted Before the End of 2021 – The Good, The Bad and The Very Ugly!
On September 15, 2021, the House Ways and Means Committee (House W&M) passed out their 881-page proposed tax legislation (Proposed House Bill) to fund President ...
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