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Category Archives: Estate Planning

Using Your Estate Plan to Provide for Your Partner If You Are Not Married

When you die without a will, trust or other estate plan, your assets generally will be distributed to your closest family members as prescribed by law, including a surviving spouse. But what if you’re one of the many people who have lived in committed relationships but for various reasons have not tied the knot? For […]

Highlights of Estate Planning Goals and Objectives

When most people think about estate planning, the first issue that pops into their mind is taxation. After all, you don’t want to work your entire life and amass a small fortune, only to see the federal and state tax authorities come in and carve out half of that for themselves, rather than it going […]

Why Do You Need a Digital Estate Plan?

A digital estate plan accounts for digital assets that may not be factored into other parts of your plan. With a digital estate plan, you can make arrangements for what you want to happen to these unique assets at the time of your death. Laws regarding wills and probate are often very slow to change, […]

How the Tax Cuts and Jobs Act May Affect Your Estate Plan

In 2018, the Tax Cuts and Jobs Act (TCJA) was passed by Congress, greatly overhauling the U.S. tax system. If you have not made changes to your estate plan for several years, it may be time to consult with an estate planning lawyer to learn how the new tax scheme affects your plan. These are […]

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