Estate Planning Blog Digest

Estate planning is crucial for non-citizens with U.S. assets to minimize potential tax burdens.

As one of the wealthiest individuals on the planet, Warren Buffett’s public disclosure of some of his estate planning earlier this summer no doubt garnered plenty of interest.

Understanding the limitations of a power of attorney and the benefits of a trust is crucial for protecting your hard-earned assets. As your Personal Family LawyerⓇ Firm, we specialize in helping individuals like you create a Life & Legacy Plan that addresses your unique needs and provides peace of mind, no matter what happens. Once your plan is in place, you can rest easy knowing that your wishes will be honored, your loved ones cared for, and your property protected.

Blended families face unique challenges in estate planning, especially when minor children are involved. This guide covers essential steps to protect your loved ones, from appointing guardians to updating wills and trusts, ensuring your family’s future is secure.

A head start on estate planning can help you prepare for risks, like dementia. By documenting your legal and financial wishes early, you can safeguard your wishes and provide clarity to loved ones.

The deadline is fast approaching to make gifts and take advantage of historically high federal estate, gift and generation-skipping transfer (“GST”) tax exemptions in order to maximize the transfer of wealth to future generations.

Family disputes over personal property can cause significant pain and tension at a time when loved ones should come together. As your Personal Family Lawyer® Firm, we help you create a Life & Legacy Plan that ensures your belongings are distributed according to your wishes, without conflict or confusion. With careful thought, clear communication, and the right tools, your Life & Legacy Plan will keep your family united, even in the midst of grief. And you’ll gain the peace of mind knowing that your wishes will be honored and your loved ones will be supported long after you’re gone.

Estate planning isn’t just about dividing assets—it’s about minimizing taxes and maximizing the inheritance that your loved ones receive.

Digital estate planning is crucial to protecting your legacy and ensuring that your loved ones aren’t left with a digital mess.

When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of