In light of the recent concerns regarding the Covid-19 virus, protecting our clients and their legacies remains our most important focus. We are encouraging all current and future clients to meet with us via phone or video conference. Please contact our office to discuss your options.
If you’ve been lucky enough not to have someone close to you pass away in your adult years, you’re probably unfamiliar with how an estate is handled when it happens. To get a basic understanding of how things work when you are a beneficiary of someone who passes away,...
Estate tax law is in flux thanks to the Tax Cut and Jobs Act of 2017. The federal government recently released the 2019 federal estate tax limit for 2019: $11.4 million per tax filer, up from $11.18 million in 2018 – and up from $5.5 million in 2017. That means a...
If you have concerns about the validity of a will due to the decedent’s mental capacity before death, taking action may be the right thing to do. Read on to learn more about who can contest a will and the conditions for a person’s dementia to play a role. Only...
After a loved one's passing, almost everyone wants the final affairs handled smoothly and as quickly as possible. In many cases, heirs and beneficiaries are waiting to obtain assets from the estate for sentimental reasons or even as a bit of financial help. As a...