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Important Probate Rules You Should Know
When a person dies, what happens next depends on whether the deceased person had any foundational estate planning documents such as a last will and testament (otherwise known as a will) or trust, who the [...]
Have You Outgrown Your Estate Plan?
As estate planning attorneys, we work hard to set up estate plans that fit a client’s needs and ensure that everything works together for the client and their loved ones. Estate plans effectively do this [...]
Infusing the Principles of Etiquette into Your Estate Plan
May is National Etiquette Month, and the goal is to encourage all people to act with consideration, respect, and honesty in their interactions with others and in their everyday lives. Etiquette can also play a [...]
Taxes That Can Impact Your Estate Plan
Estate planning involves deciding how to plan for the management of your money, property, and well-being before your death and how to distribute your money and property after your death. A comprehensive estate plan should [...]
Quiz: How Much Do You Know About Taxes?
Test your tax knowledge with this short quiz about our tax system. Did You Know? The most misused Social Security number of all time was 078-05-1120.7 In 1938, as part of a promotion [...]
Balancing Act: What Matters Most to You?
When people begin getting their affairs in order through the creation of an estate plan, they often face a delicate balancing act between saving on income and estate taxes, protecting their hard-earned savings from their [...]