Estate Planning & Probate Law

Proper estate planning can provide a person and their family with peace of mind and security, albeit it can be overwhelming due to the many decisions involved and…

There are different approaches to estate planning (i.e., will-based planning versus trust-based planning) that may seem overwhelming to understand key distinctions and nuances involved. A frequently asked question in estate…

Trusts provide many estate planning benefits ranging from avoiding probate proceedings to managing and controlling spending and investments to protect beneficiaries from poor judgment and waste. There are different types…

What is the Estate Tax? The estate tax is a tax on the transfer of property after a person’s death. Generally, it is determined by applying the estate…

A charitable trust is an irrevocable trust that allows a grantor to accomplish their philanthropic objectives while providing benefits to both charitable organizations and non-charitable organization beneficiaries. There…

A credit shelter trust is an essential estate planning tool that can allow married couples to lower or eliminate their federal estate tax obligations when passing their assets…

Powers of attorney are important legal documents to include in every comprehensive estate plan. But unlike a last will and testament, and many types of trusts, these documents…

Losing a loved one can be emotionally overwhelming — not only might you be experiencing unbearable grief, but you may also be required to go through the probate…

COVID-19 changed many aspects of our lives, including the way we view estate planning. Driven by the uncertainty of the pandemic, many millennials began to prioritize drafting their wills…

Pets are beloved members of the family, and it’s essential to remember them when creating an estate plan. You can’t bequeath an inheritance to your pet in the…