“Decedent” is a legal term related to estate planning and one that refers to a person who has died with unsatisfied legal obligations. At the end of their life, a…

There are various benefits to creating a testamentary trust. This article discusses the benefits of adding one to your estate plan. What Is a Testamentary Trust? A testamentary trust allows…

Recent news stories may have made you aware of the “step-up in basis” and the current administration’s desire to eliminate or adjust it. If you are considering engaging in estate…

Totten trusts, or payable-on-death bank accounts, are an estate planning tool that allows you to transfer money to a chosen person upon your death. When you make a Totten trust,…

Estate planning can be complicated if you have a close family member or ex-spouse you have an estranged relationship with.  Estrangement refers to a breakdown in a relationship, such as…

Required Minimum Distributions (RMDs) are the minimum amounts a retirement plan account owner must take out each year. RMDs begin when a person reaches either age 72, 70½ if they…

Although inflation is generally nothing to be pleased about, the IRS recently announced inflation-adjusted changes to the annual gift tax annual and estate tax exclusions for 2023. If you are…

Many people delay the conversation or thoughts of having to prepare a will. Confronting the possibility of one’s death is not easy. However, as the recent death of Anne Heche…

A power of attorney is a document that grants various powers and responsibilities to a trusted third party or “agent” who can act on your behalf. There are however different…

The phrase “life estate” often comes up in discussions of estate and Medicaid planning, but what exactly does it mean? A life estate is a form of joint ownership that allows…

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