Category Archives for Estate Planning Weekly

What Is The Simplest What To Leave Assets?

First you need to determine who you want things simple for. From there you have many options.

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Can I Be Taxed For Making A Gift?

Making a gift, intentionally or by accident, can make you liable for additional taxes.

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Do You Need To Update Your Estate Plan When Moving To A New State?

Moving to a new state is a life change that should trigger a review of your estate plan.

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What To Tell Your Kids About Your Estate Plan

It can be a difficult discussion, but there are some basics your kids should know.

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What Is A Power Of Appointment?

If you are leaving an inheritance in trust, or you're the beneficiary of a trust, you need to know what a Power of Appointment is.

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