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Tag: Estate Plan

One Death, One Courtroom, One Child – and a Lesson Every Parent Needs to Hear

A Michigan court case shows what happens when a parent dies and no one thought to plan for it. The child had a chronic medical condition, a contentious custody history, and relatives scrambling to get legal authority just to manage her care. The court battle that followed could have gone very differently without years of […]

Here’s What Happens to Your Retirement Accounts After You Die

Retirement accounts follow different rules from other assets you may own. After you die, the people you love most may face unexpected tax burdens if you don’t understand how the rules work. Read more… Retirement accounts like 401(k)s and IRAs often represent the single largest category of wealth for American families. According to recent data, […]

Why a “Quick and Simple” Estate Plan Review Is a Myth

If your estate plan is years old, or you did it yourself, you may call an attorney asking for a quick, low-cost review of your estate planning documents, thinking it’s a quick and easy process. The reality is that an estate plan review is (or should be) more complicated than most people think. Read more…

Turning 18? Don’t Skip These 3 Legal Must-Haves

As your child turns 18 and graduates high school, they become a legal adult—bringing new responsibilities and risks. Without the proper legal documents in place, you may be powerless in a medical or financial emergency. Learn the three essential estate planning documents every young adult needs: a medical power of attorney, a living will, and a durable financial power of attorney. These tools protect your child and empower you to help when it matters most.

The Death Tax May Die—Now What?

The Death Tax Repeal Act of 2025 could significantly alter how wealth is transferred between generations, potentially eliminating the estate tax entirely. Learn what this proposed legislation might mean for you.

Probate: What It Is & How To Avoid It — Part 2

To spare your loved one’s the time, cost, and stress inherent to probate in part one of this series, we explained how the probate process works and what it would entail for your loved ones. Here in part two, we’ll discuss the major drawbacks of probate for your family, and outline the different ways you can help them avoid probate with wise planning.