What are Estate Taxes?

Estate taxes – and the related gift taxes – are simply limits on how much one can inherit and how much one can give another before taxes are imposed. In essence, these taxes try to limit the transfer of wealth, favoring the distribution of wealth through...

Estate Planning for People Under 40

Are you under 40 and not sure about estate planning? Or where to begin? No one likes to think about estate planning, but it’s important for adults of any age to have their affairs in order, especially if you have family or loved ones. As the old saying goes, “hope for...

Do I really need a Trust?

Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the centerpiece of your estate plan. While there are other estate planning tools (such as joint tenancy, transfer on death, beneficiary...

LGBTQ and Estate Planning

If you are part of the LGBTQ community, now is the perfect time to get your estate planning in order. You, just like every other person in our community, should plan your estate so that you and your loved ones get to decide how your assets are distributed. Important...