by Laurie Ohall | Nov 18, 2022 | Estate Planning, Wills and Trusts
Most people in the United States know that laws can vary significantly from state to state, and the laws regarding estate planning are no exception. Before you move to a new state, it’s crucial to understand whether you need to make any changes to your estate plan....
by Laurie Ohall | Oct 24, 2022 | Estate Planning, Power of Attorney, Wills and Trusts
A power of attorney is a legal instrument that a person (the “principal”) creates, allowing a designated person (the “agent”) to make decisions on their behalf. If you are creating or modifying a power of attorney, or if you have been made an agent, it is important...
by Laurie Ohall | Oct 17, 2022 | Estate Planning, Wills and Trusts
Estate planning is a crucial aspect of anyone’s life. Even if you’re not a high-net-worth individual, creating an estate plan can benefit your family in various ways. It can ensure they receive your assets to secure their financial future or a special family...
by Laurie Ohall | Sep 30, 2022 | Estate Planning, Inheritance
Almost nothing can escape the reach of the long arms of Uncle Sam. When you create an estate plan, understanding how taxes could impact your property and assets is vital. Unfortunately, the IRS has never made understanding taxes easy. Knowing the difference between...
by Laurie Ohall | Sep 25, 2022 | Estate Planning
Parents of young children tend to have busy lives. Back-to-school season can be especially hectic, as parents need to buy new clothes and supplies, plan school runs and after-school activities, and refresh their minds about school subjects so that they can help with...
by Laurie Ohall | Aug 9, 2022 | Estate Planning, Special Needs
If you are a parent who has a child on the autism spectrum, you have probably spent a lot of time worrying about what will happen when your child becomes an adult. This time of life is sometimes referred to as the “autism cliff,” which is the age at which young adults...
