Estate Planning

New Year Estate Planning: Taxes, Gifting and Retirement Planning

January 19, 2021

Hopefully, you’ve resolved to create or update your estate plan in the new year. But…

December 22, 2020

Remember how the Grinch’s heart grew three sizes when he decided to not throw all…

December 15, 2020

A mother with two daughters and one son, selected her son to be the executor…

December 7, 2020

Before designating property or assets to beneficiaries in a Will, the testator (person drafting the…

November 18, 2020

A man we’ll call “John” decided to update his Will. He was getting older and…

October 26, 2020

When making the often difficult decision about selecting a residential care facility for a loved…