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ESTATE PLANNING & ADMINISTRATION OF ESTATES & TRUSTS • TAXATION • ESTATE AND TRUST LITIGATION
As celebrity deaths often do, Hackman’s passing provides critical lessons for anyone looking to ensure their own wealth and personal affairs are properly handled after they pass away. Check out these top estate planning tips learned from Gene Hackman’s estate.
The IRS has released important inflation adjustments for the 2025 tax year, which will impact individual taxpayers and estates. Individuals and families may find themselves in different tax brackets, potentially reducing or increasing their tax burden. From an estate planning perspective, knowing these 2025 tax adjustments in advance can help individuals and families plan accordingly. This is especially important with the expiration of many provisions of the Tax Cuts and Jobs Act (“TCJA”) after December 31, 2025.
Even those who do have at least a Will can still commit estate planning mistakes. Learn how to create and preserve meaningful documents that will truly give you a voice now and in the future, as well as peace of mind.
Statistically, U.S. birth and marriage rates are on the decline, while pet
If an Attorney, Financial Planner or other advisor confidently says you need a Trust before understanding your personal, family, and financial circumstances, ask the important question of “Why?” If they cannot provide an answer with credibility, consider finding different individuals to advise you
A traditional estate plan typically includes a Durable Power of Attorney, often called a POA. Based on one’s unique needs, a POA can come in several forms and give an assigned person (the Agent) the ability to make financial or property decisions for you (the Principal) if necessary.
