Estate Planning Newsletter — February 28, 2023
Trusts and taxes, the step-up in basis rule, protecting your digital assets, and learning about the basics of investing. Read all about it in the latest Estate Planning Newsletter.
Estate Planning Newsletter — January 31, 2023
How to choose the right probate lawyer, long-term advantages of home ownership, trustee’s duties, and robo advisors, all in this month’s newsletter.
Estate Planning Newsletter — January 3, 2023
Learn about how to manage the balance of stocks and bonds in your portfolio, how to create a business succession plan, and more in this month’s newsletter.
Estate Planning Newsletter — December 6th, 2022
Can a handwritten will be accepted? Read this month’s newsletter for the answer to that question and more!
Estate Planning Newsletter — November 8th, 2022
This month, read about key estate planning questions, how to determine what kind of mortgage is best for you, why out-of-state properties can be a probate headache, and selling stocks at a loss.
Estate Planning Newsletter — October 11th, 2022
This month, learn about Homeowners’ Deductions for Property Taxes on Personal Residences, Why fair does not necessarily mean “equal” when it comes to dividing your estate between heirs, short-term care insurance, and more.