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Posts tagged Estate Planning.
By Sarah DesJardins, CPA on November 21, 2019

An introduction to the world of taxes in the year of death

By Sarah DesJardins, CPA on November 14, 2019

An introduction to the world of taxes in the year of death.

By Sarah DesJardins, CPA on November 8, 2019

An introduction to the world of taxes in the year of death.

By Danielle DeJoseph on February 21, 2019

While it might be hard to imagine now, chances are you’ll need some help taking care of yourself later in life. Whether for injury/surgery rehabilitation, a chronic medical condition or advanced-age limitations, the time may come for aid.

By Danielle DeJoseph on January 16, 2019

Estate planning will effect almost everyone at some point in their lives, whether it’s through creating their own estate plan, or through being a party to someone else’s estate. Despite its far-reaching effects, most of us are still in the dark about what estate planning entails. This results in a lot of problems that arise by the time it’s too late to fix them, as there is no revising your estate plan once you pass away. Fortunately, the most common estate planning mistakes are easy to avoid. 

By Brooke Barron on December 4, 2018

In 2018, it is easier than ever to seek legal services through websites such as Nolo.com, BuildaWill.com, and LegalZoom. Although these sites may seem like a cheaper alternative to hiring a lawyer, their pitfalls and shortcomings can result in expensive mistakes. These ‘do-it-yourself’ websites lack the expertise, skill, and comprehensive knowledge to handle most legal matters effectively.

By Danielle DeJoseph on November 1, 2018

No one likes to think about death or being alone; perhaps these innate fears are the reason many of us fail to plan for the inevitable. But plan you must. Couples especially should place estate and financial planning at the top of their lists of priorities, and here’s why:

By Danielle DeJoseph on September 10, 2018

Aretha Franklin, The Queen of Soul, passed away on August 16th, leaving behind four adult sons and a considerable estate—Franklin’s estimated worth was approximately $80 million. But with such a large estate and the means to plan for the inevitable, Aretha Franklin nonetheless did not leave a will.

February 9, 2018

Life is unpredictable and bad things happen. If you were to suddenly become incapacitated or hospitalized today, would your loved ones know where to find your important information or know how to handle your affairs?  The solution for preparing for these unpredictable moments is the creation of a Just-In-Case list, also known as a letter of instruction. This list is created by you to help your loved ones navigate your personal records and financial information. This checklist will get you thinking about organizing your information to save your family an enormous amount of time and effort and take out any guessing about your wishes. 

By HoganWillig on January 4, 2018

Plan for the future of your estate and assets. An estate planning attorney can guide you through the process of reducing or eliminating estate taxes and navigate you through the ramifications of the new tax law.

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