by Lori Pulvermacher | Sep 20, 2021 | Estate Planning
A will is a legally binding directive stating who will receive your property upon your death and is an important part of a comprehensive estate plan. If you die without one (intestate), the state will distribute your assets and property via state law and quite...
by Lori Pulvermacher | Aug 16, 2021 | Estate Planning
Despite the COVID-19 pandemic, overall percentages of older Americans without a will, in essence, remain the same according to caring.com. Remarkably, younger adults with a will show an increase of sixty-three percent comparative to pre-pandemic times. This 18 – 34...
by Lori Pulvermacher | Aug 9, 2021 | Estate Planning
If your beneficiary passes before you intended, what happens to your inheritance? You may be wondering whether if you leave property to your brother Jim, but he dies before you, would his kids inherit the property in his place? The answer is, only if your will...
by Lori Pulvermacher | Jul 19, 2021 | Estate Planning
A new bill, “For the 99.5% Act,” was introduced into Congress on March 25th, 2021, by Sen. Bernie Sanders and Rep. Jimmy Gomez. The bill’s current form is only 18 pages long, but its potential impact on federal estate and gift tax laws significantly...
by Lori Pulvermacher | Jul 12, 2021 | Estate Planning
Whether it’s substance abuse, homelessness, or mental disabilities, so many people today are struggling. Many families want to assist family members who are struggling like that, but families are unsure about how to offer that assistance, given that money might hurt...
by Lori Pulvermacher | Jul 5, 2021 | Estate Planning
Everyone knows they need to make a will, but a letter of intent can also be a crucial estate planning tool. A letter of intent (LOI) can address many issues in both business and in more personal realms. Your LOI is a valuable piece in your estate planning, and...
