by Amy Hodges | Aug 18, 2022 | Estate Planning, Featured
There seems to be a day or a month to celebrate everything, from siblings day to donut day and everything in between. August is celebrated as a national make-a-will month, and for good reason. Roughly 67% of individuals do not have a self-designed estate plan in...
by Amy Hodges | Jul 6, 2021 | Estate Planning, Featured
I am often asked the question, or some similar variation of: “Why can’t we just convey our house to our kids now rather than waiting until after we die? Won’t we avoid probate that way if we just add our children as owners to our house?” The answer(s) to such...
by Amy Hodges | May 4, 2021 | Estate Planning, Featured
Designing a custom-built, legally enforceable estate plan that is in line with your goals and wishes is no easy task. Estate planning is not about filling in forms; rather, it involves, among other things, ensuring that the correct assets pass to the correct...
by Amy Hodges | Apr 12, 2021 | Estate Planning, Featured, Uncategorized
Several types of powers of attorney exist, but likely one of the more commonly known and used powers of attorney is the general durable power of attorney. The general durable power of attorney allows you to name a power of attorney, also known at an attorney-in-fact...
by hirst | Aug 9, 2019 | Estate Planning, Featured
It is not easy to think about mortality, and it may even seem downright bizarre to think about dying when in the prime of life. However, every stage of life presents new estate planning challenges and opportunities and “millennials” (persons born roughly 1980-2000)...
by hirst | Jul 16, 2019 | Estate Planning, Featured
Even with the federal estate tax exemption limit currently set at $11.4 million per individual (sunsetting in 2025 and reverting to $5 million per individual unless Congress changes the law before then), many are not aware that their taxable estate may include life...
