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Professional estate planning considers eventual probate and estate administration to avoid common problems. However, should disputes arise, an experienced litigator can protect and guide you in probate court.

Conservators and guardians are appointed in court to make decisions about health care or finances for adults who are incapacitated. A durable power of attorney lets you choose a trusted decision-maker for the future.

If you’ve created a business, you know that success doesn’t happen overnight. But do you know what will happen to your business if something unexpected impacts you or when you decide to step away?

Avoid making these common mistakes that can rapidly affect your inheritance and future plans.

Sound estate planning can make the probate process run efficiently and smoothly, protecting your estate’s value and legacy and preserving your family’s well-being. An attorney can help mitigate the risks.

After much anticipation, the Treasury Department and the Internal Revenue Service (IRS) have issued final regulations relating to the 10-year required minimum distribution (RMD) rule for people who inherit individual retirement account (IRA) assets.

While simple estate plans may just use a will, more complex plans may benefit from also employing a trust.

As of 2024, you can roll over unspent funds from a 529 plan to a beneficiary-owned Roth IRA. This provision gives families a way to kick-start a young person’s retirement savings.

Inheritance tax is a state-level tax that beneficiaries pay when they receive assets from an estate after somebody has passed away.

Here are some steps you can take to get started with the estate planning process, even before you meet with an attorney to work on any legal documents.