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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.

While it is not necessary to have an attorney when dealing with health care documents, most attorneys will assist clients with executing a living will, health care proxy, and HIPAA release form as part of their estate plan.

No one other than the person who is establishing a will, otherwise known as the testator, an attorney draftsperson, and the two subscribing witnesses need to see the document before your death.

Over the past year, what seemed like solely a corporate law clashed with estate planning and trusts and estates law.

The 72.5 million Americans receiving social security will enjoy a 2.5% cost of living adjustment (COLA) increase in 2025.