Estate & Tax Planning
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) ...
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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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Q&A with Loraine: Is a child who takes care of aging parents entitled to their house?
Question: I lived with and took care of my parents for 16 years. My brother and sisters did nothing to help me. Both of my ...
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Don’t Forget This Important Step After Transferring Your Primary Residence to Your Revocable Living Trust! (Updated October 2025)
For a long time, we have been advising our clients to check on whether they need to reestablish their homestead or other property tax exemptions ...
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Q&A with Loraine: Should I add my adult disabled daughter to my house title?
Question: I am 77, and my daughter is 46 and disabled. Should I add her to the title on my house so that it won’t ...
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Q&A with Loraine: Is it better to name my kids as beneficiaries on my savings and investment accounts, or should I have my accounts go to my estate?
Question: Is it better to have my savings and investments go directly to my beneficiaries when I die, or should I have them go to ...
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A 2014 Handwritten Will of the “Queen of Soul,” Aretha Franklin, Declared Valid by Jury
The estate of Aretha Franklin became the center of a family dispute after the “Queen of Soul” died in her Michigan home on August 14, ...
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