What You Can Learn from the Leno Conservatorship Proceedings
When most people think about creating an estate plan, they usually focus on what will happen when they die. They typically do not consider what their wishes would be if ...
Navigating The Fiscal Year 2025 Greenbook: Key Trust And Estate Tax Proposals
The U.S. Department of the Treasury has released its General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals. Commonly referred to as the Greenbook, this document lays out tax ...
What Does SECURE 2.0 Have to Do with 529 Plans
By now, you have likely heard about the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and the SECURE 2.0 Act of 2022 (part of the ...
What Can I Not Do As Trustmaker And Trustee Of A Revocable Living Trust?
Wills and living trusts are two of the most fundamental estate planning documents. While both accomplish the same primary objective in an estate plan of directing the distributions of your ...
What Happens to An Adult Child Living at Home When Their Parents Pass Away?
Today more young adults are living at home with their parents than at any time since the 1940s. While there are many different opinions about this trend and the cause ...
QUALIFIED DOMESTIC TRUSTS: YOUR JUMPSTART TO PROTECTING YOUR NONCITIZEN SPOUSE
Married couples love each other and want the best for each other. Establishing a comprehensive estate plan is one way to provide the best for each other. Not only does ...
5 Essential Legal Documents You Need for Incapacity Planning
Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate planning also appoints people to make legal, financial, and ...
How to Choose the Right Agents for Your Incapacity Plan
Many people believe that estate planning is only about planning for their death. But planning for what happens after you die is only one piece of the estate-planning puzzle. It ...
Who Will Care for Your Child When You Cannot?
As a parent, you are responsible for the care of your minor child. In most circumstances, this means getting them up for school, making sure they are fed, and providing ...
DEMYSTIFYING PROBATE AND THE EXECUTOR’S ROLE
When creating a Last Will and Testament (commonly known as a Will), one of your most important considerations is who to choose to serve as the executor (also called a ...