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DIY Estate Planning Mistake #2: Choosing the Wrong Witnesses
This article explores another common error we see among people who create their estate planning documents using forms from the internet.
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DIY Estate Planning Mistake #1: Forgetting the Self-Proving Affidavit
In this article, we explore one of the most common errors we see in the DIY estate planning process: forgetting the self-proving affidavit.
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Public Benefits & Tax Updates for the New Year
This article gives you a quick recap of four major changes that have the potential to impact our clients.
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Federal Estate Tax Limit & Gift Tax Exclusion Limit Changing in 2024
In 2024, the federal estate tax limit and the gift tax limit will be changing. Here’s what you need to know about these changes.
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Inflation and Your Estate Plan: What to Do Right Now
Having an estate plan is always important, but it's even more vital during times like these. Here's why.
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Do Your Family a Favor: Create Your Advance Directive for Healthcare
If you want to give your family the best gift of all, create an advance directive for healthcare.
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A Tale of Two Families
If you don't have an advance directive, you could be setting the stage for family conflicts. Robin Lacrimosa explains.
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7 Questions about Advance Directives
What do you know about Advance Directives? To test your knowledge, check out our answers to seven questions we hear most often.
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7 Questions about Advance Directives
Allie Adkins, Mary Jo Johnson, and Robin Lacrimosa answer seven of the most commonly asked questions about Advance Directives.
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Dad Kept Putting Things Off
When an elderly loved one delays creating an estate plan, what do you do? Here's how one man handled the situation.
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