Many people, when they hear the term "estate plan," think of a will or a trust designed to pass assets down to your loved ones after you're gone. This is indeed a vital part of what estate planning does, but modern-day estate plans are much more comprehensive than "I...
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Recent Posts
- Q: If my husband and I add someone as a joint tenant, will that trigger property tax reassessment?
- Q: Are a will and an estate plan the same thing?
- Q: As a mom, what are some ways I can protect my children through my estate plan?
- Q: Do I have to pick one of my beneficiaries to be my executor / successor trustee?
- Q: My spouse passed away last year and I sold our home….Why am I getting hit with WAY more capital gains tax than my neighbor did when he sold following his wife’s death?




