Author Archives: Jesse Thomas

Following the death of a family member, you may find yourself needing to sort through many possessions accumulated over the deceased’s lifetime. An estate sale is one way to distribute, quickly and efficiently, those items that you do not want or need.

Psychiatric Advance Directives (PADs), like advance directives for health care, let a person with a mental illness lay out in advance the mental health care they want during a crisis that may require hospitalization.

Powers of attorney that only allow an agent to do certain things are commonly referred to as a limited power of attorney.

“Decedent” is a legal term that refers to a person who has died with unsatisfied legal obligations.

Arranging what happens to your digital assets and information when you pass away has become an increasingly essential component of comprehensive estate planning.

Wills contain important information about who receives money, possessions, and property upon a person’s death. Who can view this information, and is it a public record?

Estate planning entails preparing your affairs for the future. While older adults might give more thought to estate planning, it is an essential tool at any age.

The basic idea behind a QPRT is to transfer the equity in a qualified residence out of a person’s estate and to their heirs while reaping lower transfer tax consequences.