Offered by: Michael A. Dolan – Dolan & Associates, P.C. “I don’t have an estate, isn’t that something rich people have?” When the subject of estate planning comes up, some people draw the conclusion that they do not have an estate and therefore don’t need to plan. So, what is an estate? The term “estate”… Read more »
Posts Tagged: Estate Planning
“All Taken Care Of”
Offered by: Michael A. Dolan – Dolan & Associates, P.C. Mary had an attorney draft up some estate planning documents. She placed them in her safe deposit box. When her children came to Christmas dinner, she proudly told them that she had met with a lawyer and her estate is “All Taken Care Of”. Mary… Read more »
Why Was The Estate Such A Mess?
Offered by: Dolan & Associates, P.C. Have you ever heard that the administration of someone’s estate was a complete mess? Family members fighting, out-of-control expenses, and it took years to complete. Maybe you’ve even experienced this outcome firsthand. Why is this happening? In many of these estates where there are significant problems, battles, and unnecessary… Read more »
Will or a Trust? (Part 2 of 2)
Offered by Michael A. Dolan – Dolan & Associates, P.C. Last month, we provided an overview of the four typical types of estate plans. Now, let’s look at how we actually produce an estate plan that will allow things to go smoothly for your family after your disability or death. If the plan won’t work,… Read more »
Will or a Trust? (Part 1 of 2)
Offered by Michael A. Dolan – Dolan & Associates, P.C. People often ask, “What is the best type of estate plan?” A Will or a living trust? In order to determine what is best in your situation, you should understand more about your options. There are four core types of estate plans. The first is… Read more »
Protect Your Family! (Part 6 of 6)
Offered by Michael A. Dolan – Dolan & Associates, P.C. Estate planning is more than avoiding probate and saving taxes. A properly designed estate plan can provide so much more to protect your family. Most of these protections are ignored in cookie-cutter, form driven estate plans. For example… Mary and Bill were good parents, and… Read more »
Protect Your Family! (Part 3 of 6)
Offered by Dolan & Associates, P.C. Bill and Jane’s daughter has struggled since the accident. She was only 13 when it happened, but it was clear she would be disabled for the balance of her life. Now 23, she is dependant upon government assistance for her survival and medical care. Bill and Jane thought they… Read more »
Protect Your Family! (Part 2 of 6)
Offered by Dolan & Associates, P.C. When Bill and Jane learned of Bill’s illness they sought legal advice. The lawyer they spoke with told them to put everything in joint tenancy, because “it is simple and avoids probate.” They weren’t comfortable with that advice and sought advice from a counseling-oriented attorney who took the time… Read more »
Protect Your Family! (Part 1 of 6)
Offered by Dolan & Associates, P.C. Estate planning is more than avoiding probate and saving taxes. A properly designed estate plan can provide so much more to protect your family. For example… Mary had been through so much with Bill’s illness. After almost a year, it had taken him from her. Then came the accident…. Read more »
Did The New Tax Act Affect Your Estate Plan?
Offered by Dolan & Associates, P.C. In December, Congress passed the Tax Cuts and Jobs Act which made significant tax law changes. The changes to the death tax in the Act will not affect most Americans. The Act increases the exemption from paying estate tax to $11.2 million per individual. Any amount over the exemption… Read more »
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