Thinking about your estate plan is one thing. Talking about it with your family? That’s a whole different task. It’s not always an easy conversation, but it’s one of the most important ones you can have, especially if you want to avoid future confusion or conflict. Whether you’ve just finished your estate plan or are getting ready to update it, telling your loved ones what’s in it and why helps everyone stay on the Read More
Estate Planning Isn’t Just About the Will. It’s About Your Digital Life, Too
If something happened to you tomorrow, would your family know how to handle your online accounts? Would they even know where to start? We’re long past the days of sorting through a file cabinet or waiting for a stack of paper bills to arrive in the mail. Now, most of us pay our bills online, receive digital bank statements, and store everything from insurance policies to family photos in password-protected accounts. Read More
Tax Updates That Could Impact Your Estate Planning
Tax law changes can shape how families pass down wealth and preserve legacies. These exemptions change annually, don’t dismiss these changes as technical details but rather as opportunities for strategic moves that could have a lasting impact on you and your family. Leveraging Increased Exemption Amounts The transfer tax exemptions (estate, gift, and generation-skipping) rose to $13,990,000 per individual in 2025, up Read More
Updating Your Estate Plan Is Paramount
When you look at estate planning as a process rather than an isolated event, the need for updating it is apparent. Although attorneys can provide the tools you need to ensure your assets go to designated beneficiaries, estate planning can accomplish significantly more. Parents can select and identify guardians for their children. People can designate agents to act for them using a durable power of attorney or a Read More
Guardianships: Everything You Need to Know
We’ve all seen those tragic turned inspirational movies where parents die and leave behind an orphan – insert just about any Disney movie. Sometimes it’s a more thought-provoking flick where an adult has lost their ability to care for themselves. Either way, this is a tale as old as time, yet so little is known about guardianship. A "guardian" is someone who is chosen or appointed to make legal decisions for another Read More
