Estate Planning

Powers of attorney can be overridden. However, who can do it and how it’s done depends on whether the principal is of sound mind or requires court intervention. A POA may revoked at any time and in different ways.

If you are preparing a will, it is important to choose an executor you can trust, who is reliable, and who will take their role seriously.

Although every state's laws and forms vary, most power of attorney forms specify that the relationship created by a power of attorney ends upon a person’s death— even in the context of estate planning.

If we have learned anything these past few years, it's that life is fleeting. Amid such uncertain times, many of us have realized what - and who - truly means the most to us.

If you are considering engaging in estate planning or you may be inheriting assets, it is important to understand what the step-up in basis is and how it may affect you.

"Decedent" is a legal term that refers to a person who has died with unsatisfied legal obligations.

There are various benefits to creating a testamentary trust. This article discusses the benefits of adding a testamentary trust to your estate plan.

A charitable lead annuity trust (CLAT) is an estate planning tool whereby a person creates a trust that initially benefits a charitable organization, foundation, or other qualifying entity for a defined period.

Required Minimum Distributions (RMDs) are the minimum amounts a retirement plan account owner must take out each year. It’s the responsibility of the retiree to take out the correct RMD from their account annually.