Estate Planning

As part of an estate plan, trusts are often geared around delaying payment of money to heirs who are minors or setting that money aside for a specific use, as is the case with education trusts and special needs trusts. However, you can also use them to motivate your...

You want to make sure you leave as little work to your family as possible when you pass away, which is why you’ve worked on your estate plan since a young age. You take care to update it regularly, too. Now that you’ve moved to a new state, it’s time to take a look at...

Estate planning may seem like a one-and-done deal, but that’s not the case. Drafting an estate plan is only the beginning of the process; keeping your estate plan updated is what’s necessary. Without an updated estate plan in place, if you fall ill or pass away...

There is one key legal step that most Americans simply haven’t gotten around to doing yet, even though all of them will need to do it at some point: They still need to create an estate plan to make end-of-life decisions and leave their assets to their heirs.  It’s...

Have you planned for the possibility that you might become incapacitated or disabled? Many people do not properly address this issue during their estate planning efforts. When left to chance, this estate plan omission could result in hardship for your surviving family...

Are you an entrepreneur or an artist? Whether you create beautiful works of art or design video games for a living, you may have invested a significant amount of your life into a vast -- and valuable -- body of work. Your intellectual property (IP) deserves to be...

As you may know, estate planning gives you the power to direct how your property and assets are managed in the event of death or incapacity. Although most people do not look forward to addressing end-of-life matters, they typically feel better once the tasks are...

Under the Tax Cuts and Jobs Act of December 2017, the implications of federal taxes on estate planning may seem straightforward. The Act appears to favor all individuals under the extremely high-income threshold. However, there are important things to understand about...

There's a popular saying that the only things certain in life are death and taxes. Estate planning exists at the uncomfortable intersection between those two inevitable life experiences. For most people creating an estate plan, the primary objectives are to structure...

Florida is known for being lenient when it comes to taxes, so you may think your estate will be in the clear when it comes time to read the will. But that’s not likely the case, as federal regulations could hit you hard if you’re not prepared. High-value estates can...