We spend most of our adult lives planning for retirement. However, there are those that don’t plan—or don’t plan enough—for what to do...

An article from CNBC, “Lessen your tax bite with savvy year-end strategies,” says that working with a knowledgeable professional who...

These findings were highlighted in the Barron’s article, “Preparing for Inheritance: How to Avoid Losing It All,” which also notes that...

A nursing home is a facility that provides 24-hour healthcare, rehabilitation, and personal care services. Assisted living is an...

District Attorney Wolfson said that aging people are some of the community’s most vulnerable citizens. Crimes against them can devastate...

In the past, the only way single people could avoid having their home avoid probate—without adding someone to the title while they were...

Robo-advising, as it’s been called, has increased in popularity over the past few years. It’s being popularized by companies like...

Irving Duke created a “holographic” (i.e., hand written) will under which his wife was to receive all of his property. However, the will...

Consequently, this approach lowered the size of the surviving spouse’s eventual estate and lessened the estate tax burden for the married...

Holding property as joint tenants with right of survivorship is very common. When two people hold title to property that way, if one of...

Publisher’s Weekly reported on this development in “Court Punts Salinger Copyright Case to New Hampshire.” The details of this lawsuit...

For 2015, the exemptions were set at $5.43 million for a single person and $10.86 million for a married couple. The exemptions for 2016...

Because an irrevocable trust is typically a separate legal entity, it’s not part of the estate of the person who created it. Its creation...

Most families just aren’t prepared for the financial burden of dementia. They assume that Medicare cover all of the expenses. Not so....

Also up in the air is the optional deduction of state and local sales taxes in place of state and local income taxes, which could impact...

What would happen if loved ones suddenly could not make decisions for themselves? Who would make these decisions? What kinds of decisions...

Texans who are considering if they need a will should know what happens to their property if they die without one. This depends on a lot...

You have worked your whole life to preserve your wealth; after you pass on, the last thing you want is for Uncle Sam to wind up with the...

A small business is a part of your identity, not to mention your livelihood. Business planning lawyers look to protect both aspects of...

When most people think of estate planning, most think about drafting wills. Although wills are certainly an important part of estate...