by Lisa Adler | May 17, 2018 | Appointment of Healthcare Representitive, Estate Administration, Incapacity Planning, Intestate, Litigation, Living Wills, Power of Attorney, Trusts, Wills, Wills & Trusts
How should a mother provide for her children in her will? A recent article asks this question, pointing out that many women live alone and need to make decisions on their own, and not with a spouse or partner, regarding their estate planning, finances, and...
by Lisa Adler | May 11, 2018 | Appointment of Healthcare Representitive, Incapacity Planning, Living Wills, Power of Attorney, Trusts, Wills, Wills & Trusts
With the new tax law, and the Federal Estate Tax exemption at more than $11 Million per person, the question arises: Is Estate Planning Now Dead? The answer is without question: No, estate planning is certainly not dead! Planning is as important as ever. The change...
by Lisa Adler | Apr 16, 2018 | Estate Administration, Intestate, Trusts, Wills, Wills & Trusts
Good news for Hoosiers doing their estate tax planning: Indiana does not have an inheritance tax. Indiana previously had an inheritance tax, but it was repealed in 2013. Thus, there is no Indiana Inheritance tax for those who die after December 31, 2012. Indiana is...
by Lisa Adler | Apr 3, 2018 | Appointment of Healthcare Representitive, Estate Administration, In the News, Incapacity Planning, Intestate, Living Wills, Power of Attorney, Trusts, Wills, Wills & Trusts
Here’s a journalist’s take on getting (his long put off) estate planning documents in place: What it was Like to Finally Write My Will, by John Schwartz. And here’s Mr. Schwartz’s “To Do” list from this piece. Of course, I...
by Lisa Adler | Jan 1, 2018 | Estate Administration, Wills & Trusts
Happy New Year! We have some big tax changes. Highlights of the new tax law’s impact on your estate planning: Federal Estate Tax: o The federal estate tax exemption amount has doubled. In 2018, each individual has a $11.2 Million exemption amount. This is double...
by Lisa Adler | Feb 25, 2017 | Incapacity Planning, Intestate, Trusts, Wills, Wills & Trusts
If the answer is “no,” a recent survey shows that you are not alone. Only 4 in 10 American adults have a will or trust in place. While older Americans are more likely to have a plan in place (81 percent of those age 72 or older and 58 percent of...
