News & Analysis as of September 21, 2024

Power of Attorney

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

No Time Like the Present: Address Top Estate Planning Priorities Today

Adler Pollock & Sheehan P.C. on 12/19/2023

When it comes to estate planning, consider taking a page out of the Boy Scouts Handbook: Be prepared. The last thing you want is for your family to be scrambling to pick up the pieces after your death. Of course, you’ll need...more

Besides Saving Estate Taxes, What Should Be on Your Estate Planning Checklist?

Rivkin Radler LLP on 7/11/2022

The federal estate tax exemption provisions are set to expire at the end of 2025, potentially requiring more people to pay estate taxes. In view of the uncertainty of the estate tax laws, it is important to have estate...more

When Is It Time To Update My Estate Plan?

Obermayer Rebmann Maxwell & Hippel LLP on 4/7/2020

Many people believe that once they have executed their estate planning documents, those documents can remain in the safe deposit box until the day when they may be needed. However, your estate planning documents should be...more

Estate Planning Tips for Food and Beverage Entrepreneurs

Nutter McClennen & Fish LLP on 3/10/2020

Q: What is estate planning? Johanna Wise Sullivan: Estate planning entails planning for the care of your family and your assets in the event of your death or incapacity as efficiently and seamlessly as possible. This includes...more

This Time Is Different: You Really Do Need to Update Your Will and Durable Power of Attorney

Davis Wright Tremaine LLP on 1/30/2018

With the advent of higher exemptions with respect to the Federal Gift, Estate, and Generation-Skipping Transfer Tax passed last December (referred to as the 2017 Tax Act), it really is necessary to review your estate tax...more

Year end is an ideal time to review your estate plan

Adler Pollock & Sheehan P.C. on 12/6/2017

As of this writing, it’s still anybody’s guess as to whether Congress will enact major tax reform legislation affecting federal gift and estate taxes. This situation casts a large shadow over estate planning at the end of...more

Insight on Estate Planning - October/November 2016

Adler Pollock & Sheehan P.C. on 10/3/2016

Gift giving made easy - Annual exclusion reduces your taxable estate - How can you reduce the size of your taxable estate? There are many ways to accomplish this objective, including the use of irrevocable trusts...more

[Webinar] Estate Planning 101: Key Concepts including Top Trends to Know Now - March 16th, 2:00pm EDT

Dickinson Wright on 3/10/2016

“Because there are many issues that you may not think are involved in estate planning, it is recommended that everyone have an estate plan so that a lifetime of wealth and sentimental assets are distributed in the manner you...more

Insight on Estate Planning - August/September 2015

Adler Pollock & Sheehan P.C. on 7/31/2015

In This Issue: - Premarital planning: Protecting your assets without a prenup - The ABLE account: A good alternative to a special needs trust? - Make net gifts to reduce your gift tax rate - Estate Planning...more

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