It is easy to mistakenly assume that naming a guardian in estate planning documents is only critical for individuals with minor children. In reality, however, appointing a guardian is just as important for parents as it is...more
8/12/2025
/ Advance Health Care Directive ,
Durable Power of Attorney ,
Elder Care ,
Elder Issues ,
Estate Planning ,
Guardians ,
Guardianships ,
Incapacitated Persons ,
Minor Children ,
Pet Trusts ,
Pets ,
Power of Attorney ,
Special Needs Adults ,
Special Needs Trust ,
Trusts ,
Wills
As an estate and trust attorney who has been practicing for over 20 years, I never lose sight of the difficulty we all face when losing a loved one. Often when I meet a client, sometimes for the very first time, the initial...more
On November 6, the IRS announced the official estate and gift exclusion amounts for 2020 in Revenue Procedure 2019-44.
For an estate of any decedent dying during calendar year 2020, the applicable exclusion is increased from...more
Experts have started to calculate the inflation adjustments to key estate and gift exemption amounts for 2018. Note that these are not the official figures to be released by the IRS, but should be used as a guide. The IRS...more