Maximizing Tax Deductions for Charitable Giving

Giving to charity not only benefits the charities but can also benefit the donor because of valuable tax incentives. To fully maximize the tax deductions, you – or your tax planning attorney – must understand the intricacies and strategies of charitable giving and tax law and how they apply to your unique financial situation. The […]

Estate Tax Planning: Utilizing Trusts to Minimize Tax Burden on Your Heirs

When you want to pass your assets to heirs, having an estate plan is critical; otherwise, your assets will go through probate. This could result in outcomes that you never wished for your heirs. Someone you may want to cut out of your will could receive your assets or your heirs could take on a […]

Things to Consider When Creating a Living Will

If you are injured in an accident or you suffer from a potentially terminal illness, you may be thinking about how you would be able to transmit your wishes about your health care should you become incapacitated. You can put your desires in a legally binding document called a living will. This document, shared with […]

3 Steps for Flawless Estate Planning

Everyone’s personal and financial estate plan is different. That is what makes the entire process so challenging, demanding, and even stressful. Thankfully, this sometimes-unpleasant task can be a lot easier if you have the help of an experienced and knowledgeable attorney.

These three steps can help you get the process started, and your estate planning lawyer […]

Will Vs. Trust, Which Do I Need?

When creating your estate documents, you need to determine which documents best fit your situation. Wills, trusts, living wills and powers of attorney could save you money and will help your heirs save money if you become incapacitated or when you die.
Will vs. Trust
Both documents are used to give your assets to those of your […]

Estate Planning Defined

Is a feeling of bewilderment or unfamiliarity holding you back from estate planning? For many, a leading cause of procrastination in planning for the future is being intimidated by the terms associated with this area of law. Even the concept of ‘estate planning’ can sound ambiguous. In this article, we’ll break down estate planning in […]