The SECURE Act, passed at the end of 2019, changed a number of rules regarding inherited IRAs, making it more difficult for most...

Do you have a will? A durable power of attorney? A health care directive? If so, no reason to read on. If not, why not? Failure to create...

With the federal estate tax exemption possibly about to be lowered, it may be time to think about steps you can take to keep your estate...

A recent court case involving a power of attorney demonstrates the problem with using online estate planning forms instead of hiring an...

All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your current goals. Following...

For most people, the durable power of attorney is the most important estate planning instrument available -- even more useful than a...

Don’t assume your estate will automatically go to your spouse when you die. If you don’t have an estate plan, your spouse may have to...

Once you've created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life...

The coronavirus health emergency is a reminder that life is unpredictable, and it makes sense to be prepared.

Thoughts on resolving conflicts between co-agents

Here is a great article in the NYT about having that difficult conversation with your parents about whether they are ready for...

You may be thinking about setting up a trust to protect your assets, save on estate taxes, or perhaps set aside money for a special needs...

Here are five estate planning documents that you should consider having so that your plans are made in advance and so your family can help y

A POA is one of the most important estate planning documents you can create, but it is also one that can be misused. Read on for ideas to he

For many parents, the majority of their savings is held in some kind of a retirement account, often an Individual Retirement Account...

Many people are interested in having a will, but they overlook the power of attorney document which can have a significant impact on their f

When should you review your estate plan. Every five years? More, or less frequently? Here is a guide.

If your child has reached the teenage years, you may already feel as though you are losing control of her life. This is legally true once...