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Category: Estate Planning

17
03 '20

Top 6 Essential Estate Planning Documents

Clients who have never had an estate plan often ask what estate planning documents are included in a basic estate plan. Although every situation is different, and many individuals or...
26
02 '20

Common Questions about Probate Answered by a Lawyer

Do I need a probate lawyer? With a few exceptions, people are generally allowed to represent themselves in probate court.  However, in litigated (or “contested”) cases—when there is a dispute...
14
11 '17

Online Estate Planning Programs

For many young parents this scenario is familiar: You and your spouse are flying across the country for some family event—a wedding, the death of a relative—and you’re leaving your...
02
11 '17

Electronic Wills: A Bad Idea From Across the Pond

Proposed Inheritance Law Update We are big fans of our brothers across the Atlantic—the pint, the pub, the pound, the princess. But every now and then, the British contrive an...
25
07 '17

Two Problems with Trump’s Estate Tax Proposal: Reconciliation and Carryover Basis

In April, President Trump proposed a tax plan that, among other cuts, eliminates the estate tax altogether. The current federal estate tax is 40% on estates exceeding $5.49 million. While...