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A timeshare is an asset, like any other – and if you own one, you should consider implementing an estate plan that considers and protects it.

While a life estate deed is one of the tools in the estate planner’s belt, it is not the answer for everyone. As with any planning, the best option will depend on the goals, concerns and people involved.

Leaving instructions in your estate planning documents on how a seasonal property will continue to be used and/or owned after your death, can prevent friction amongst family members and ensure your investment can be enjoyed for decades to come.

While power of attorney (POA) forms are widely available online at little to no cost, do-it-yourself options can end up costing you thousands if they are not done right.

Planning with life insurance requires the advice of competent insurance professionals and estate planning attorneys to ensure the most advantageous outcome for you and your beneficiaries.

Minimizing or eliminating taxes on an estate during life and at death is complicated. There are several taxes to consider.

Last month, we discussed the expiration of the current federal estate tax exemption which was part of the 2017 Tax Cuts and Jobs Act (TCJA). We believe this sunset provision will be rendered moot by the passing of a new comprehensive tax bill. 

Even for estates that may not be taxable today, planning ahead can provide significant tax savings and peace of mind.

Scams come in all shapes and sizes, from text messages from someone purporting to be one of your loved ones, to a phone call alleging they work for your bank, to dating apps or online scams.

Crypto is a system of digital tokens that can be used as a currency between individuals in an online marketplace.