What Is a Pour Over Will?

/ By: Paul Gantner

Category: Estate Planning

Like many people, you may have decided to include a revocable living trust in your overall estate plan. If so, you may also have heard that you will also need to create and execute a...

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What Is a Step Up in Basis?

/ By: Paul Gantner

Category: Estate Planning

One of the major considerations involved in estate planning is the tax implications of any gifts made either during your lifetime or after your death. Not only should you take into consideration your own tax...

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When Do I Need a Guardianship?

/ By: Jacquelynn Capriano

Category: Estate Planning

If you have an older family member or loved one who is showing signs of being unable to properly care for himself/herself as a result of a dementia disease or other incapacitating condition, I may...

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