Estate & Tax Planning
2025 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation
While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) ...
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Q&A with Loraine: My Mom Died without a Will and I am the sole survivor. How can I sell Her House in Georgia?
Question: How can I sell my mother’s house in Georgia? She died in 2008 without a Will. I am the only survivor. She was widowed, ...
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Q&A with Loraine: What Happens to a Person’s Mortgage When They Pass Away?
Question: My mother passed away without a Will. She has a house with a mortgage, and her only heirs are my brother and me. What ...
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Q&A with Loraine: Can I leave my share of my parents’ house to my husband in a Will?
Question: My mother passed away last year and my dad, without my knowledge, added my name to their house deed. It is fully paid off ...
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Corporate Transparency Act: A Big Deal for Anyone With an Interest in a Closely Held Company Beginning 1.1.2024! (Updated 3.31.2025)
Update: As of 3/21/25, CTA rules no longer apply to U.S. entities or their beneficial owners—only foreign companies may be affected.
Q&A with Loraine: One of my children is irresponsible with money. What is the best way to provide for him in my Will?
Question: My son has had a history of making poor financial decisions. I don’t want to leave him out of my Will, but I’m worried ...
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2024 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation
While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) ...
Read More →
Q&A with Loraine: Can I Create a Will Myself Using AI?
Question: I need to put together a basic, straightforward Will. Is there any reason I couldn’t use ChatGPT and artificial intelligence (AI) instead of hiring ...
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