Does having more money lead to greater happiness? Some people will say yes, and others will say no....
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Trusts, estate planning and probate can be confusing. That’s why our team is experienced in business, elder law and estate planning – so you don’t have to be. We follow the latest trends and legal updates to help clients plan ahead and protect what’s important. Read more on our blog, then contact us for options or advice on your needs.
We are in the midst of one of the most substantial intergenerational transfers of wealth in...
The end of the year is often the time people will reflect on what is important to them. It is about...
Once you've taken the step to create a will and get your estate plan in order, you need to figure...
We believe estate planning goes beyond assets and legal details; it’s about creating a legacy and...
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year...
Estate planning is the process of organizing your financial affairs to ensure your assets are...
October 21-27, 2024, marks National Estate Planning Awareness Week. This is a perfect opportunity...
America is a system, whether you like it or not, and the attorney you choose can make all the...
A Trust is a legal entity that is used in estate planning to generallyavoid probate,make it...
As of 2024, individuals can transfer up to $13.61 million, and married couples can give away $27.22...
Probate is a legal process that happens after someone dies. While probate can be complex, lengthy,...
Estate planning is the process of organizing your financial affairs to ensure your assets are...
“I don’t need an estate plan because I don’t have many assets.”
The federal estate tax exemption, is projected to rise to$13,990,000for 2025. This is an increase...
The Treasury Department and the Internal Revenue Service (IRS) have issued final regulations...
The period following the death of a loved one can be a tumultous time. Dealing with death and...
This year, Dakotafest will take place Tuesday, Aug. 20 through Thursday, Aug. 22. This annual event...
Many people believe estate plans are only for extremely wealthy families who are looking to reap...
Leaving home for college or starting a new chapter in life is an exciting and transformative...
Success in business requires planning, commitment, and a strategic approach. Many new businesses...
Life insurance ensures your loved ones have cash funds immediately available. Often, the passing of...
Bobbi Thury spoke with Radio Show Host Scott Hennen this week about what attendees can expect from...
Estate planning for blended families is key to a smooth inheritance process. Probate rules and...
Don't miss an opportunity to hear how you can protect your farm and family and ensure your legacy...
The Supreme Court of Nebraska holds that a trust showed clear intent for the decedent’s estate to...
A Will, technically known as a Last Will and Testament, is one the most fundamental components of...
Creating an estate plan involves selecting people to receive your money, property, or other items...
Using beneficiary designations in your estate plan is a smart move with several advantages. When...
Graduates, congratulations on your incredible achievement! As you embark on this exciting new...
Joint bank accounts serve as a useful estate planning tool for passing money to loved ones outside...
Through 2045, Baby Boomers will pass down assets worth roughly $84 trillion to Gen Z, Millennials,...
Selecting a guardian for your children is one of the most crucial decisions when crafting your ...
Estate planning is essential for securing your financial future and ensuring your wishes are...
Creating a Will is a crucial step for individuals with minor children, as it provides a legal...
Take advantage of the increased lifetime gift tax and estate tax exclusions. The IRS has increased...
A power of attorney is a legal document that grants someone you trust the authority to act on your...
The Los Angeles Times recently reported that Jay Leno filed for conservatorship for his wife Mavis,...
Most people who make New Year’s resolutions focus on their health, weight or fitness goals. But are...
WalletHub recently released its list on the 10 best states to retire in. Do you know that...
A will is a legal document that: 1) names the beneficiaries of an estate, and 2) nominates a person...
Estate planning is the process of arranging for the management and distribution of a person's...
You should update your will whenever there is a significant change in your life circumstances or...
In today’s fast-paced world, it seems that most of us are short on time and looking to streamline...
Many retired couples often face this common question: how do I pass on the family home? To some,...
Many couples do not have to worry about estate taxes since the federal estate tax exemptions are so...
Lisa Marie Presley died suddenly at the age of 54 after suffering a heart attack. Lisa Marie...
Over the next 20 years, it is estimated that as much as $70 trillion will be passing from the baby...
Allowable employee contributions to 401(k) 403(b), and 457(b) plans has increased to $22,500 for...
What Is a Will?
A will is a written document that disposes of real and personal property after...
Are you in the 99% of Americans who don’t have to worry about estate taxes? In 2023, you can pass...
An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles....
Planning for the death of a spouse is difficult and painful. It involves conversations that we...
Most people don’t need a living trust because probate is simple where they live. But can having a ...
Is there a Certificate of Deposit for a husband and wife where if one passes away, the CD is not...
Many Americans are feeling charitable these days, and with good reasons. It’s a hard time for many,...
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When you work with Legacy Law Firm, you're working with a passionate team of expert advisors.