Important Things Your Agent Under a Medical Power of Attorney Needs to Know

Even if you are currently the picture of good health, you may suddenly become too ill to make healthcare decisions for yourself or become unconscious after an accident, needing someone to stand in your shoes to make those decisions for you. A
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Important Estate Planning Considerations for LGBTQ Couples

Everyone needs estate planning. Regardless of your age, race, gender, or sexual orientation, properly protecting your future and your loved ones requires a plan. For LGBTQ couples, there are a few things you should consider when thinking about crafting an estate plan.
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What Impact Does the Citizenship of My Spouse Have On My Estate?

According to the Pew Research Center, in 2017, there were 44.4 million foreign-born people living in the United States, 55% of whom were non-citizens. As a result, there are many occasions when a non-citizen may be the beneficiary of the estate of
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The Most Compelling Estate Planning Stories of the Decade (Part One)

The last ten years have provided the estate planning world with uncertainty, drama, and boundary-breaking stories. As we head into the 2020s, allow us to reflect back on some of the juiciest and most unexpected tales of modern estate planning. After all,
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Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you can be taken care of during times when you are unable to care for yourself, and
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Strategies to Protect Your Estate from Taxes

You’ve worked hard and made smart choices to set your family up for long-term success. As you begin the estate planning process, however, the impact of estate taxes becomes too obvious to ignore. Imposed upon the overall value of an estate at
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Traditions, Gifts, and Giving

For many of us, there’s nothing more heart-filling than the sight of a Christmas tree, glowing and luminous, with piles of colored gifts below. It takes us back to all of those happy holiday memories: the house full of family and fun,
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Creating a Legacy with Holiday Gifts: Looking Beyond the Top Ten Gift Lists

The holidays can be such a joyful time, a time of traditions and family: the annual neighborhood ugly sweater party; the yearly family photo by the fireplace, children growing each year; the squeals of grandchildren as they set out cookies for Santa
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National Adoption Month: Taking Care of Your New Family Member

November is National Adoption Month, which is aimed at raising awareness about adoption and about the children who need permanent, loving homes. Thousands of children are adopted each year, bringing much joy to their adoptive families. If you are in the process
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Estate Planning Awareness Week: The Importance to You and Your Family of Having an Estate Plan

In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2019 survey
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Funeral Planning: How a Remembrance and Services Memorandum Can Help

No one enjoys thinking about their own funeral, but making those arrangements in advance yourself may be one of the most thoughtful acts you can do for your loved ones. More and more people are including funeral planning as part of their
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The ABCs of RLTs

You may have heard of a revocable living trust (RLT), which is a commonly used estate planning solution. But what exactly are they, who is affected by them, how can they be changed, and what do they accomplish? What Are They? Trusts,
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