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 Indiana previously had an inheritance tax, but it was repealed in 2013.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...
by Lisa Adler | Jan 1, 2017 | Wills & Trusts
Happy New Year! Tax updates for the new year: The Federal Estate Tax exemption amount has increased to $5.49 million per person. With portability, this means a married couple can collectively transfer just less than $11 Million ($10.98 Mill to be precise). The...
by Lisa Adler | Apr 29, 2016 | Estate Administration, In the News, Intestate, Trusts, Wills, Wills & Trusts
The recent passing of music legend Prince serves as yet another reminder to get your estate plan in place. As reported in the press, Prince’s sister has filed papers with the Court alleging that her brother died without a will. Dying without a will in place is...
by Lisa Adler | Dec 31, 2015 | Wills & Trusts
With 2016 only a few hours away, here’s a look at changes to the Federal estate and gift tax exemptions for 2016. The Federal Estate Tax Exemption amount will be $5.45 million per individual, an inflation-adjusted increase from $5.43 million in 2015. The annual...
by Lisa Adler | Nov 10, 2015 | In the News
I work with great people! Harrison & Moberly is comprised of a team of talented, smart, and caring individuals. Most of our staff have been with us for decades. It’s an incredible place to work. I was reminded of this fact this morning, when I found a...
