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The best way to manage your own affairs while you are alive and to provide properly for your beneficiaries at your death is to have an estate plan. There is a distinction between having a “plan” and having documents.

Question: As a “millennial”, when is it a good time to start thinking about estate planning? Do I need to accumulate assets before considering planning for my future?

For many clients the idea of creating and funding an Irrevocable Trust with an end goal of protecting assets should the need for long term care arise raises questions and concerns about the potential tax implications.

Question: My dad died. He was remarried and survived by a wife and two children from that marriage. I’m a non-marital child. There is no last will and testament. I think he owns some property in his own name but everything else is joint with his wife. What happens now? What rights do I have?

Question: I have a daughter that is 18 years old and has Autism. I know that I need to become her guardian to make decisions for her, but I am not sure about the options. Can you explain them to me?

My husband and I did Last Will & Testaments when our children were young – probably about 20 years ago. Is there any need to update?

My father died and owned a gun. I was named as the executor on his Last Will and Testament. What should I do with the gun?

My mother has a Medicaid Asset Protection Trust and her house has been owned by this trust for 6 years. She purchased the house in 1980 for $30,000. It’s now worth $400,000. What will be the tax consequences if she sells the house while she is alive? What if we sell it after her death?

Question: I recently signed a last will and testament but it does not list out my assets individually, is that alright? What about my retirement accounts and annuities?

Question: Can you tell me about any updates to estate and gift taxes for 2019?