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Estate Planning Blog

May 28, 2024
Why are Older Americans Choosing to Age in Place?

Discover the impact of aging in place on estate planning and elder law strategies, highlighting the need for proactive legal guidance as older Americans choose to remain in their homes.

May 27, 2024
Why You Should Regularly Update Your Will

Don't wait for the unexpected or procrastinate when adjusting your will like the late singer, Whitney Houston. Regular updates to your estate plan can protect you and your loved ones from future complications.

May 22, 2024
Will I Need to Pay Taxes on Inheritance?

Whether it’s the result of family drama or a failure to update a last will and testament, people sometimes find themselves left out of a loved one’s will.

May 22, 2024
Harnessing Technology in Aging Care: Long-Term Care Planning Strategies

Elder law attorneys are vital in bridging the gap between technological advancements in aging services and the robust, secure long-term care planning that seniors need as they navigate the complexities of aging.

May 22, 2024
C-Suite Estate Planning: Strategies for Executives

Executives manage complex financial landscapes while striving for professional success, creating unique estate planning goals and challenges. This article explores estate planning for executives, key considerations and an executive's unique goals.

May 22, 2024
Inherited IRAs: How the 10-Year Rule has an Impact on Required Minimum Distributions in 2025

The Internal Revenue Service (IRS) recently delayed its proposed 10-year rule that will impact inherited Individual Retirement accounts (IRAs) and required minimum distributions (RMDs). This article unpacks RMDs, transition relief and how the 10-year rule might impact your estate planning.

May 22, 2024
Maximizing Tax-Free Giving to Children: Estate Planning Strategies for Affluent Parents

Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.

May 15, 2024
IRS Postpones Required Withdrawals from Inherited Retirement Accounts

Withdrawals from traditional inherited retirement accounts are treated as income by the IRS, so the timing of these distributions matters for tax strategy.

May 15, 2024
Can You Gift Money from a Retirement Account?

Many people like the idea of giving some portion of their estate to charity. However, charitable gifts are often overlooked or put on the back burner during the estate planning process.

May 15, 2024
Business Owners and Estate Planning: Special Concerns

For most business owners, the business is the most valuable item on their balance sheet.

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