Are Wills Public Record?: Estate Planning Q&A
Wills contain important information about who receives money, possessions, and property upon a pe...
Who Can Override a Power of Attorney (POA)?
Powers of attorney can be overridden....
What Does the Term “Decedent” Mean?
"Decedent" is a legal term that refers to a person who has died w...
Step-Up in Basis and Why It Matters in Estate Planning
If you are considering engaging in est...
IRS Raising Annual Gift Tax and Estate Tax Exclusions in 2023
Although inflation is generally nothin...
What You Should Know About Required Minimum Distributions
Required Minimum Distributions (RMDs) ...
5 Smart Estate Planning Strategies for High-Net-Worth Families
If you are a high-net-worth individual...
What Not to Include in Your Will
You may wonder if there’s anything y...
