Estate Planning

Estate Planning – It’s Not Just a Tax Issue

As everyone is well aware, the U.S. Congress passed a major new tax law in December.  One provision included increasing the estate tax exemption to $22.4 million for a couple and $11.2 million for individuals, essentially doubling the previous exemption amount....

Executor Decision

It’s an important question: Who can be trusted to take care of your estate when you’re gone? When you pass away and your will is accepted for probate, your executor “steps into your shoes,” meaning he or she can perform all the legal tasks you used to do....

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Dos and Don’ts of Beneficiary Designations

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Most people think of wills and trusts when they hear the words estate planning. However, an essential - and often overlooked - aspect of estate planning is making beneficiary designations and keeping them up to date after life changes....