Will the New Administration Change Estate Tax or Stepped-Up Basis Rule?

Avoid Estate Tax with Local Estate Planning Attorney

While it remains unclear exactly what tax changes President Biden’s administration will usher in, a new administration usually means that tax code changes are coming.  Two possibilities are that the new administration will propose lowering the estate tax exemption and Read More …

Update Your Estate Plan when Moving to a New State.

Estate Planning Attorney Ohio Near Me

If you’re planning to move to another state, tell your estate planning attorney. There are a number of components making up your estate planning and long-term care planning that could be effected. Previous posts: Does My Living Will, or Advance Read More …

What Can Go Wrong with Do-it-Yourself Estate Planning?

DIY Estate Planning Documents

Many websites offer customized, do-it-yourself wills and other estate planning documents.  Although such products are convenient, using them could create serious and expensive legal problems for heirs. These digital services appear to offer a cost-effective and easy alternative to visiting an Read More …

Estate Planning Is Even More Important for Unmarried Couples

Estate Planning Single Couples

What do millennial and aging couples have in common?  Trends are showing that more older couples are choosing to stay unmarried, despite being in long-term committed relationships. Most married couples understand the importance of estate planning to transfer assets and Read More …