From Our “Ask a Question” Mailbag: “I was recently diagnosed with early-stage Alzheimer’s. Can I Still Sign Legal Documents After Being Diagnosed with Alzheimer’s? Now that the doctor has made this diagnosis, am I still legally able to write a will and sell my house?” Can I Still Sign Legal […]
Category: Estate Planning
From our “Ask a Question” Mailbag: “My wife and I just had a baby, and we realized we have no wills or other documents. I guess it is time to grow up! Can you tell me more about New parents and Estate Planning? What do we need?” New Parents and […]
From Our “Ask a Question” Mailbag: “I was recently diagnosed with early-stage dementia. Though I am managing my finances, I realize that I may no longer be up to that task in the future. I may not be able to make my own medical decisions. What Dementia and Alzheimer’s Estate […]
From Our “Ask a Question” Mailbag: “What are the major tax changes for 2025?”“ Major Tax Changes for 2025 Including Some Updates. Each year brings fresh hope for a better, brighter new year. And changes to the tax code. What is new and exciting in the world of taxes? I […]
From Our “Ask a Question” Mailbag: “My husband may have an illegitimate child from before he met me. Would this child inherit from my husband and take away from my other children’s inheritance? How can I protect my family from the possibility of a claim from an illegitimate child in […]
From Our “Ask a Question” Mailbag: “I want to start giving cash gifts to my children and grandchildren yearly. I know there is a Gift Tax Exclusion amount I can give away over my lifetime without paying any tax, but I am not sure how the Gift Tax works. How […]
From Our “Ask a Question” Mailbag: “I am a young professional considering whether I need a Will. I have some assets I would like to protect, but I am not what is necessary at this point in my life. What other factors should I consider when making this decision? How […]
From Our “Ask a Question” Mailbag: “I am considering developing an estate plan and am collecting information about my assets for my family. My children will know about my house and bank accounts, but I have also invested in Cryptocurrency. How will my Executor or Agent access my Cryptocurrency after […]
What to Do if The Executor is Ignoring You Hello. Today we’re going to talk about what to do if an executor is ignoring you. It’s very irritating when this happens. So what’s the situation? Typically, somebody has died, then you are the beneficiary of the estate. It might […]
From Our “Ask a Question” Mailbag: “My mother gave me a cash gift early this year. Do I need to report this on my income tax return? Is a gift subject to income tax?” Is a Gift Subject to Income Tax? At the end of the year, it is not […]
