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Lifetime Probate & How To Avoid It

February 26th, 2015

Posted By

One of our firm’s primary goals is to assist our clients prepare an estate plan that prevents any unnecessary probate court involvement. However, for those who have not done the planning required to avoid probate, it may be necessary for someone to… Read More

Categories: Estate Planning, Estates & Trusts, Lifetime Probate

New Guides Help Those Appointed to Manage Someone Else’s Money

February 18th, 2014

Posted By

Christopher T. Lindsay

Have you been officially asked to manage someone else’s money? For example, have you been named as an agent under a power of attorney or appointed trustee of a trust? As our society ages, more and more people are being asked to take on these roles,… Read More

Categories: Death Probate, Estate Planning, Estate Planning Basics, Estates & Trusts, Lifetime Probate, Trust Administration

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Feb

Mental Health Issues for Seniors

February 24th, 2021

Not so long ago, people who found themselves struggling with mental health issues kept it to themselves. Mental illness has long been stigmatized in a way that physical illness simply is not. Fortunately, the taboo on talking about mental illness is… Read More

Feb

What Does Biden’s Tax Plan Mean for Step-Up in Basis?

February 23rd, 2021

During the 2020 presidential campaign, media coverage of the candidates’ tax plans was largely limited to income tax, most notably Joe Biden’s assurances that families earning less than $400,000 annually would not see their income tax increase. B… Read More

Feb

Working From Home: Tips for Success

February 12th, 2021

Little more than a year ago, many people would have said that the opportunity to work from home sounded like a dream. One year into the COVID-19 pandemic, and working from home is a reality for many people. And while it may have seemed like a great n… Read More

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