Do I Really Need to Contact an Estate Planning Lawyer? Many younger people assume they don’t even have an estate worth dividing up and sharing with their loved ones after they’ve passed. Fortunately, they couldn’t be further from the truth.…
What is a Will? A will is a legal document that designates certain assets to go to certain individuals. This is usually to family members, close family friends, or other loved ones. A will also dictates what will happen with…
One question estate planning clients often struggle with is who to appoint as a probate executor for a will or a trustee for a trust. Although people often only look at such decisions they make as the “honor” or “privilege,”…
There’s a good chance that the profit from your home sale will not be taxable. Unmarried individuals can exclude up to $250,000 in profits from capital gains tax when they sell their primary personal residences, thanks to a home sales…
Fans of murder mysteries may assume that distributing a will is simple. There is one copy, which the decedent’s lawyer keeps on file, and after a death all heirs are brought in to hear the lawyer read the will aloud.…
In this episode, Maritess breaks down the many ways to go about planning ahead for the future. For more info, just press play!
The Child Tax Credit is for individuals who claim a child as a dependent if the child meets certain conditions. The CTC was created in 1997 and has been expanded several times since, most recently in 2020. The COVID-19 pandemic…
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