Blog
September 22, 2022
Blog
August 4, 2022
You shouldn’t amend a will yourself
Let’s assume you have a legally valid will but you’ve decided that it should be revised because of a change in your MoreBlog
July 14, 2022
Estates now have an additional three years to file for a portability election
Portability allows a surviving spouse to apply a deceased spouse’s unused federal gift and estate tax exemption MoreBlog
June 16, 2022
4 Estate Planning documents your college-aged child should have
Does your college-aged child have a basic estate plan? In more cases than not, the answer is “no.” The good news is MoreBlog
May 23, 2022
Consider Creating a Living Will
A living will can help ensure your last medical wishes are carried out According to a University of Pennsylvania MoreBlog
April 25, 2022
Understanding the terms of health care directives
Estate planning experts usually cite the need to include advance health care directives in a comprehensive estate MoreBlog
March 24, 2022
Power up your trust with Crummey powers
The unified gift and estate tax exemption is set at an inflation-adjusted $12.06 million for 2022, up from $11.7 MoreBlog
March 21, 2022
A beneficiary designation or joint title can override your will
Inattention to beneficiary designations and jointly titled assets can quickly unravel your estate plan. Suppose, MoreBlog
March 8, 2022
