These Cases Studies Shine Light on Living Trust Benefits
Nov 22, 2023
We have found that people sometimes grasp concepts better when they are explained through hypothetical examples. With this in mind, these case studies might offer you a better understanding of the val...
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The Vital Role of Advance Healthcare Directives in Estate Planning
Nov 19, 2023
This is where advance healthcare directives come into play. In this legal guide, we will explore the significance of advance healthcare directives in estate planning and emphasize the importance of en...
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2023 Social Security COLA and Medicare Premium Updates
Jun 21, 2023
With a new year approaching, the government programs for seniors have released some important updated figures for Social Security and Medicare. The news is good, and we will provide updates along with...
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2022 GIFT AND ESTATE TAX EXCLUSION UPDATES
Jun 21, 2023
Most people do not have to worry about paying federal estate tax. The federal exclusion allows gives you to transfer money up to a certain amount tax-free. This exemption is adjusted each year and exe...
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Are There Different Types of Trusts?
Apr 06, 2023
When you are creating your estate plan, you have options. A simple will is not the best choice for many people, and there are a number of different types of trusts that can satisfy certain objectives....
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Avoid These Estate Planning Traps
Apr 06, 2023
People often buy into notions that circulate about estate planning that are falsehoods or half-truths. In many cases, they make mistakes, and their loved ones have to pay the price eventually.
If you...
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WHO GETS MY ASSETS IF I DIE WITHOUT A WILL?
Feb 10, 2023
A surprisingly high percentage of adults in the United States do not have any estate planning documents in place. Caring.com is a popular website that has been conducting preparedness surveys over the...
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Four Reasons to Use a Living Trust
Sep 23, 2022
Many people think if you are not a multimillionaire, a will is the only estate planning document you need. In reality, the revocable living trust can be a better choice for a wide range of people who...
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IRA Estate Planning and Secure Act 2.0
Sep 20, 2022
In this guide, Oklahoma City estate planning attorney Larry Parman provides an overview of the individual retirement account parameters and share information about relevant legislation. Traditional In...
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A Generation-Skipping Trust Can Preserve Your Legacy
Aug 24, 2022
If you are a high net worth individual, through your estate plan you can pave a way that will benefit your loved ones. Remember, though, that if the value of your estate exceeds the current $12.06 exc...
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