When one spouse dies, it is generally recommended that the surviving spouse consider filing an Estate Tax return to elect portability.

The estate planning attorney is familiar with this gentleman’s plan to avoid the “courtroom mumbo jumbo” described in the article “Estate...

With most bank and investment customers receiving financial statements electronically instead of on paper these days, your estate plan...

Estate planning for farmers and ranchers can involve many pitfalls for the unwary. First mistake: some farmers think they don’t have to...

Increases in the estate tax exemption (up to $11.4 million per person as of the date of this writing) has an impact on how some people...

In 1976, California became the first state to pass laws enabling adults to record their wishes regarding end-of-life care and other...

Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject)....

Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth...

The number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six...

It’s common when both parents die, that they leave their home to their children. However, what happens when the sibling, who’s the...