Estate Planning 101 (Part 8) Beneficiaries

Estate Planning 101 (Part 8) Beneficiaries

Common sense applies: Just because I post this, and you read does not make me your attorney. Nor does it make you my client. Every situation is unique, and you should always consult an attorney when creating legal documents. In our prior discussion we organized assets...
Estate Planning 101 (Part 7) Probate

Estate Planning 101 (Part 7) Probate

Common sense applies: Just because I post this, and you read does not make me your attorney and does not make you my client. Every situation is unique, and you should always consult an attorney when creating legal documents. Remember, the goal is to conserve as much...
Estate Planning 101 (Part 6) Death Taxes

Estate Planning 101 (Part 6) Death Taxes

Common sense applies: Just because I post this’ and you read it, does not make me your attorney and does not make you my client. Every situation is unique, and you should always consult an attorney when creating legal documents. In my prior articles, we have discussed...
Estate Planning 101 (Part 5) Estate Tax Exclusions

Estate Planning 101 (Part 5) Estate Tax Exclusions

Common sense applies: Just because I post this and you read does not make me your attorney and does not make you my client. Every situation is unique and you should always consult an attorney when creating legal documents. We are discussing obstacles that stand in the...
Estate Planning 101 (Part 4) Estate Tax

Estate Planning 101 (Part 4) Estate Tax

Common sense applies:Just because I post this, and you read it, does not make me your attorney and does not make you my client. Every situation is unique, and you should always consult an attorney when creating legal documents. Some big obstacles to confront for your...

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