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Helping People Age with Dignity

April 2015 Archives

Estate planning goals that wills, generally, cannot help with

When it comes to their estate planning, an elderly individual may have a great many different goals. Wills can be a very useful estate planning tool when it comes to quite a few different types of estate planning goals. However, there are some estate planning goals that wills, generally, are unable to help with. We will go over two such goals in today's post.

Estate tax planning after a spouse's death

The death of a spouse can be a devastating emotional experience for a person. In this often very challenging time, the last thing a person may want to think about is taxes. However, one tax-related thing it can be important for a person to check fairly promptly after a spouse’s death, particularly if their spouse had a large estate, is whether their spouse did any estate tax planning.