Which documents are included in a typical estate plan? What are the 8 Goals of a good estate planning? How can you use an estate plan to appoint fiduciaries such as executors, trustees, and agents for financial and healthcare powers of attorney so that you have the right person managing yo...
Several estate planning myths include the idea about the probate estate, the gift-tax system, and the acquisition of Medicaid benefits when faced with a nursing home bill. It also explains the myth regarding the acquisition of nursing home ca...
"Estate Planning Strategies" Estate taxes explained in 3 minutes or less. (Podcast Episode 2023) - Awards, nominations, and wins
Our firm offers comprehensive estate planning solutions for individuals and couples with modest and large estates. We work with clients on their estate plannning needs by drafting last wills and trusts and other necessary documents. We also help clients plan for the future by advising on the ...
It has been a pleasure working with Andy through the years. He is a results oriented individual and works quickly and efficiently to get things done. He always responds immediately to phone calls or emails. I was very pleased with the work he did on my estate planning documents. He explain...
However, practitioners may draft nontestamentary estate planning documents to preclude the use of electronic signatures or notarization on a document. These restrictions are valid and will void the electronic signature or notarization of such documents. It is important to be cognizant of and review ...
Estate planning isn't only for the wealthy — yet the majority of Americans don't have a plan in place. Plans may include a will, powers of attorney and a living will — also known as an advance directive. Less than one-third of Americans have one or more such documents, accordi...
"We have known Suzie Tiftickjian for years and have discussed the process of completing our Wills and Estate Planning documents with her, but finally actually did it this year. It feels so reassuring to have these important legal planning documents in place. Suzie answered every question we had...
I would give Wallis Law Group the highest possible rating on any scale. We had already been through the process of creating estate planning documents in another state so we were sure we knew what to expect in terms of meeting with the lawyer and price. Our experience here was an order of...
Estate planning, legally and emotionally, can be daunting. Sona patiently and succinctly explained many of the confusing legal jargon and ramifications. She helped us find the best possible options to suit our specific needs and wishes. These legal documents will serve us well during our lifetime...