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How to Bequeath Vacation Properties  Summer is here, and vacation season is in full swing. Perhaps your family is enjoying their time at the beach, ...

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 ...

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 ...

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 ...

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 ...

Now that 2024 is in full swing, it’s time to make sure you’re discussing the latest developments in estate planning with your attorney to ensure ...

The new year is a good time to make sure your household affairs are in good order. Revisiting your estate planning documents should be on ...

If you’re just starting the estate planning process, this worksheet may be useful as you prepare to meet with an estate planning attorney. Items to ...