Estate Planning

Is Estate Planning a Legitimate Business Expense: Unveiling The Truth

is estate planning a legitimate business expense

Joel Lim

Mar 20, 2024

Having an estate plan is one of the most important end-of-life plans you need for yourself and your family. However, estate planning is a complicated process, plus it comes with some hefty costs like legal fees from attorneys, setting up a trust or creating a will.  

You may wonder if estate planning fees are a legitimate deductible business expense and if you can try to recoup some of them. This guide uncovers the truth about whether estate planning fees are deductible.


Key Takeaways 

  • According to the Tax Cuts and Jobs Act in 2018, estate planning fees are not tax-deductible and are considered personal expenses. 

  • Itemized estate planning deductions are no longer accepted except for legal fees from succession planning, generation-skipping transfer tax returns, fiduciary income tax returns, appraisal fees and incremental investment advice costs. 


  • Consult with a CPA to get expert tax advice, maximize deductions, stay updated on changes in tax laws, and get peace of mind that your estate plans are in good hands.  


Is Estate Planning a Business Expense?

is estate planning a business expense

If you just began your estate planning, you’ll likely notice it can be costly due to the legal fees associated with it. Costs include attorney services for creating estate plans, financial advice and counseling. Unfortunately, there is no real way around them. Unless you have experience creating an estate plan, having a professional ensure it’s airtight is invaluable. 

The Tax Cuts and Jobs Act made estate planning much more difficult, but not entirely impossible, to deduct in taxes. While estate planning is no longer considered a business expense, succession planning is still a deductible expense in the event of the transfer of business assets, maintenance or protection of the business.   

Succession planning is what businesses use to ensure their business continues to run without interruptions. So, if you make succession plans to pass your business’s assets, leadership, or ownership to another person, you can deduct those expenses incurred during this planning. These costs can include consulting and legal fees from your taxable income. 

During estate planning, you’ll notice your documents and important papers piling up pretty quickly, including important emails. 

Staying organized and tracking all your documents can feel like a full-time job. Use Trustworthy, a family-operating system, to keep your estate planning information in one secure location. The easy-to-use collaboration features allow you to share your planning with your attorney, wealth advisor or other family members.


Are Estate Planning Expenses Deductible?

are estate planning expenses deductible

Attorney Edmund Yan from Tree of Life Law Firm explains:

“Unfortunately, estate planning fees are no longer deductible from your personal taxable income. The IRS actually changed that back in 2017 with the Tax Cuts and Jobs Act. It’s no longer available as an itemized deduction. So, unfortunately, if you spent money setting up a trust or if you did it yourself, and there’s expenses associated with it, you can’t deduct it.”

But what about itemized deductions? Before the Tax Cuts and Jobs Act was introduced in 2017 and became effective in 2018, the IRS used to allow certain estate planning fees to be passed as business expenses. These itemized deductions included expenses incurred for things such as investment advice, maintenance of income-generating property, tax advice, and other legal fees like drawing up wills and power of attorney. 

For the expenses to qualify, the IRS stated they had to exceed 2% of the taxpayer's adjusted gross income (AGI). 

However, that changed in 2018, so now these itemized expenses no longer qualify for tax deductions unless they’re related to succession planning for small businesses. For now, the IRS views estate planning expenses as personal expenses. 

There is a small glimpse of hope for taxpayers coming to the end of 2025, when Congress must decide whether to renew or change the act. There is no answer yet on what will happen, and it will largely depend on the outcome of the general politicians and the changes that will follow.


The Importance of Consulting a CPA

the importance of consulting a cpa

With removing estate planning as a business expense, you’ll want to look for other ways to deduct taxes. Consulting with a Certified Public Accountant (CPA) to assist you during this process will save you money and countless headaches. 

Here’s why you should consult a CPA:

Tax Expertise

There are other ways to maximize your tax advantages, and estate planning and hiring a CPA can help you minimize the amount of estate taxes you need to pay. Hiring a CPA can help optimize capital gains taxes so your assets are adjusted to fair market value during your passing. 

Your CPA can help you with succession planning, which is still a deductible business expense of estate planning. 

Maximize Deductions

Your CPA will know more about deductions and how to maximize them, especially regarding estate planning. Itemized expenses like legal and consulting fees are no longer accepted unless they are connected to a trade or a business, according to the IRS Section 162. Your CPA will know what expenses qualify for deductions and how to do this legally.    

Succession planning is a deductible expense that your CPA can assist you with to ensure you save money while staying tax-compliant. 

Changes in Tax Laws

The world of tax laws is often confusing, especially when you’re trying to stay compliant. 

There have been a lot of key tax changes for the 2024 tax year that taxpayers must be aware of. Not knowing these changes can end up costing you money and your sanity. Let your CPA stay ahead of the changes and ensure your estate and other income taxes are taken care of. 

Peace of Mind 

Not only can estate planning be costly, but it can be very stressful if you don’t know what you are doing. You need to do so many things, from making a thorough list of physical and digital possessions to selecting the beneficiaries of your accounts and insurance policies. 

You also need to make an inventory of all your debts and where they come from, like student loans, private loans, car loans and mortgages. You also need to provide contact details or account information to these lists. Use the Money tab on Trustworthy to enter all your financial details, like credit card numbers and other confidential information.  

Once you’ve made all your lists and stored all your important tax documents, like expense lists, on Trustworthy, you can share access with your CPA. They’ll appreciate your organizational skills, making the entire process smoother and less stressful. 


Frequently Asked Questions (FAQs)

What are the benefits of using an estate planning attorney?

When you begin estate planning, you’ll want to use an attorney to ensure everything is properly taken care of. Some benefits to using an estate planning attorney include having an estate plan that reflects your wishes without miscommunication errors. It also ensures your estate plan complies with all tax and federal laws. 

Other benefits include customized estate plans, no probate, or a less substantial probate process for your beneficiaries. 

Is the cost of setting up a trust tax deductible?

While estate planning is not considered deductible, the Tax Cuts and Jobs Act does allow you to deduct some expenses of a trust. 

Some of these costs include tax preparation fees like generation-skipping transfer tax returns and fiduciary income tax returns, including the decedent’s final individual income tax return. 

Appraisal fees used to determine the market value of assets are also tax deductible, as well as incremental costs of investment advice. 

Is writing a will tax deductible?

Writing a will is no longer tax deductible according to the 2018 Tax Cuts and Jobs Act because it’s considered a form of estate planning, which is no longer a business expense. A way to work around this is to carry out succession planning if you have a small business you wish to transfer to a loved one after your passing. 

The Tax Cuts and Jobs Act is due to be renewed in 2025, so estate planning may become a legitimate business expense. 

Are probate fees tax deductible?

Probate fees, also known as the cost of the estate administration, are not entirely tax deductible. There are some exemptions. For example, fees paid to a fiduciary for administering the estate, like filing a fiduciary tax return on behalf of the estate, are considered tax deductible. Consult with an experienced CPA to ensure you comply with local and federal tax laws during estate planning. 

Estate Planning

Is Estate Planning a Legitimate Business Expense: Unveiling The Truth

is estate planning a legitimate business expense

Joel Lim

Mar 20, 2024

Having an estate plan is one of the most important end-of-life plans you need for yourself and your family. However, estate planning is a complicated process, plus it comes with some hefty costs like legal fees from attorneys, setting up a trust or creating a will.  

You may wonder if estate planning fees are a legitimate deductible business expense and if you can try to recoup some of them. This guide uncovers the truth about whether estate planning fees are deductible.


Key Takeaways 

  • According to the Tax Cuts and Jobs Act in 2018, estate planning fees are not tax-deductible and are considered personal expenses. 

  • Itemized estate planning deductions are no longer accepted except for legal fees from succession planning, generation-skipping transfer tax returns, fiduciary income tax returns, appraisal fees and incremental investment advice costs. 


  • Consult with a CPA to get expert tax advice, maximize deductions, stay updated on changes in tax laws, and get peace of mind that your estate plans are in good hands.  


Is Estate Planning a Business Expense?

is estate planning a business expense

If you just began your estate planning, you’ll likely notice it can be costly due to the legal fees associated with it. Costs include attorney services for creating estate plans, financial advice and counseling. Unfortunately, there is no real way around them. Unless you have experience creating an estate plan, having a professional ensure it’s airtight is invaluable. 

The Tax Cuts and Jobs Act made estate planning much more difficult, but not entirely impossible, to deduct in taxes. While estate planning is no longer considered a business expense, succession planning is still a deductible expense in the event of the transfer of business assets, maintenance or protection of the business.   

Succession planning is what businesses use to ensure their business continues to run without interruptions. So, if you make succession plans to pass your business’s assets, leadership, or ownership to another person, you can deduct those expenses incurred during this planning. These costs can include consulting and legal fees from your taxable income. 

During estate planning, you’ll notice your documents and important papers piling up pretty quickly, including important emails. 

Staying organized and tracking all your documents can feel like a full-time job. Use Trustworthy, a family-operating system, to keep your estate planning information in one secure location. The easy-to-use collaboration features allow you to share your planning with your attorney, wealth advisor or other family members.


Are Estate Planning Expenses Deductible?

are estate planning expenses deductible

Attorney Edmund Yan from Tree of Life Law Firm explains:

“Unfortunately, estate planning fees are no longer deductible from your personal taxable income. The IRS actually changed that back in 2017 with the Tax Cuts and Jobs Act. It’s no longer available as an itemized deduction. So, unfortunately, if you spent money setting up a trust or if you did it yourself, and there’s expenses associated with it, you can’t deduct it.”

But what about itemized deductions? Before the Tax Cuts and Jobs Act was introduced in 2017 and became effective in 2018, the IRS used to allow certain estate planning fees to be passed as business expenses. These itemized deductions included expenses incurred for things such as investment advice, maintenance of income-generating property, tax advice, and other legal fees like drawing up wills and power of attorney. 

For the expenses to qualify, the IRS stated they had to exceed 2% of the taxpayer's adjusted gross income (AGI). 

However, that changed in 2018, so now these itemized expenses no longer qualify for tax deductions unless they’re related to succession planning for small businesses. For now, the IRS views estate planning expenses as personal expenses. 

There is a small glimpse of hope for taxpayers coming to the end of 2025, when Congress must decide whether to renew or change the act. There is no answer yet on what will happen, and it will largely depend on the outcome of the general politicians and the changes that will follow.


The Importance of Consulting a CPA

the importance of consulting a cpa

With removing estate planning as a business expense, you’ll want to look for other ways to deduct taxes. Consulting with a Certified Public Accountant (CPA) to assist you during this process will save you money and countless headaches. 

Here’s why you should consult a CPA:

Tax Expertise

There are other ways to maximize your tax advantages, and estate planning and hiring a CPA can help you minimize the amount of estate taxes you need to pay. Hiring a CPA can help optimize capital gains taxes so your assets are adjusted to fair market value during your passing. 

Your CPA can help you with succession planning, which is still a deductible business expense of estate planning. 

Maximize Deductions

Your CPA will know more about deductions and how to maximize them, especially regarding estate planning. Itemized expenses like legal and consulting fees are no longer accepted unless they are connected to a trade or a business, according to the IRS Section 162. Your CPA will know what expenses qualify for deductions and how to do this legally.    

Succession planning is a deductible expense that your CPA can assist you with to ensure you save money while staying tax-compliant. 

Changes in Tax Laws

The world of tax laws is often confusing, especially when you’re trying to stay compliant. 

There have been a lot of key tax changes for the 2024 tax year that taxpayers must be aware of. Not knowing these changes can end up costing you money and your sanity. Let your CPA stay ahead of the changes and ensure your estate and other income taxes are taken care of. 

Peace of Mind 

Not only can estate planning be costly, but it can be very stressful if you don’t know what you are doing. You need to do so many things, from making a thorough list of physical and digital possessions to selecting the beneficiaries of your accounts and insurance policies. 

You also need to make an inventory of all your debts and where they come from, like student loans, private loans, car loans and mortgages. You also need to provide contact details or account information to these lists. Use the Money tab on Trustworthy to enter all your financial details, like credit card numbers and other confidential information.  

Once you’ve made all your lists and stored all your important tax documents, like expense lists, on Trustworthy, you can share access with your CPA. They’ll appreciate your organizational skills, making the entire process smoother and less stressful. 


Frequently Asked Questions (FAQs)

What are the benefits of using an estate planning attorney?

When you begin estate planning, you’ll want to use an attorney to ensure everything is properly taken care of. Some benefits to using an estate planning attorney include having an estate plan that reflects your wishes without miscommunication errors. It also ensures your estate plan complies with all tax and federal laws. 

Other benefits include customized estate plans, no probate, or a less substantial probate process for your beneficiaries. 

Is the cost of setting up a trust tax deductible?

While estate planning is not considered deductible, the Tax Cuts and Jobs Act does allow you to deduct some expenses of a trust. 

Some of these costs include tax preparation fees like generation-skipping transfer tax returns and fiduciary income tax returns, including the decedent’s final individual income tax return. 

Appraisal fees used to determine the market value of assets are also tax deductible, as well as incremental costs of investment advice. 

Is writing a will tax deductible?

Writing a will is no longer tax deductible according to the 2018 Tax Cuts and Jobs Act because it’s considered a form of estate planning, which is no longer a business expense. A way to work around this is to carry out succession planning if you have a small business you wish to transfer to a loved one after your passing. 

The Tax Cuts and Jobs Act is due to be renewed in 2025, so estate planning may become a legitimate business expense. 

Are probate fees tax deductible?

Probate fees, also known as the cost of the estate administration, are not entirely tax deductible. There are some exemptions. For example, fees paid to a fiduciary for administering the estate, like filing a fiduciary tax return on behalf of the estate, are considered tax deductible. Consult with an experienced CPA to ensure you comply with local and federal tax laws during estate planning. 

Estate Planning

Is Estate Planning a Legitimate Business Expense: Unveiling The Truth

is estate planning a legitimate business expense

Joel Lim

Mar 20, 2024

Having an estate plan is one of the most important end-of-life plans you need for yourself and your family. However, estate planning is a complicated process, plus it comes with some hefty costs like legal fees from attorneys, setting up a trust or creating a will.  

You may wonder if estate planning fees are a legitimate deductible business expense and if you can try to recoup some of them. This guide uncovers the truth about whether estate planning fees are deductible.


Key Takeaways 

  • According to the Tax Cuts and Jobs Act in 2018, estate planning fees are not tax-deductible and are considered personal expenses. 

  • Itemized estate planning deductions are no longer accepted except for legal fees from succession planning, generation-skipping transfer tax returns, fiduciary income tax returns, appraisal fees and incremental investment advice costs. 


  • Consult with a CPA to get expert tax advice, maximize deductions, stay updated on changes in tax laws, and get peace of mind that your estate plans are in good hands.  


Is Estate Planning a Business Expense?

is estate planning a business expense

If you just began your estate planning, you’ll likely notice it can be costly due to the legal fees associated with it. Costs include attorney services for creating estate plans, financial advice and counseling. Unfortunately, there is no real way around them. Unless you have experience creating an estate plan, having a professional ensure it’s airtight is invaluable. 

The Tax Cuts and Jobs Act made estate planning much more difficult, but not entirely impossible, to deduct in taxes. While estate planning is no longer considered a business expense, succession planning is still a deductible expense in the event of the transfer of business assets, maintenance or protection of the business.   

Succession planning is what businesses use to ensure their business continues to run without interruptions. So, if you make succession plans to pass your business’s assets, leadership, or ownership to another person, you can deduct those expenses incurred during this planning. These costs can include consulting and legal fees from your taxable income. 

During estate planning, you’ll notice your documents and important papers piling up pretty quickly, including important emails. 

Staying organized and tracking all your documents can feel like a full-time job. Use Trustworthy, a family-operating system, to keep your estate planning information in one secure location. The easy-to-use collaboration features allow you to share your planning with your attorney, wealth advisor or other family members.


Are Estate Planning Expenses Deductible?

are estate planning expenses deductible

Attorney Edmund Yan from Tree of Life Law Firm explains:

“Unfortunately, estate planning fees are no longer deductible from your personal taxable income. The IRS actually changed that back in 2017 with the Tax Cuts and Jobs Act. It’s no longer available as an itemized deduction. So, unfortunately, if you spent money setting up a trust or if you did it yourself, and there’s expenses associated with it, you can’t deduct it.”

But what about itemized deductions? Before the Tax Cuts and Jobs Act was introduced in 2017 and became effective in 2018, the IRS used to allow certain estate planning fees to be passed as business expenses. These itemized deductions included expenses incurred for things such as investment advice, maintenance of income-generating property, tax advice, and other legal fees like drawing up wills and power of attorney. 

For the expenses to qualify, the IRS stated they had to exceed 2% of the taxpayer's adjusted gross income (AGI). 

However, that changed in 2018, so now these itemized expenses no longer qualify for tax deductions unless they’re related to succession planning for small businesses. For now, the IRS views estate planning expenses as personal expenses. 

There is a small glimpse of hope for taxpayers coming to the end of 2025, when Congress must decide whether to renew or change the act. There is no answer yet on what will happen, and it will largely depend on the outcome of the general politicians and the changes that will follow.


The Importance of Consulting a CPA

the importance of consulting a cpa

With removing estate planning as a business expense, you’ll want to look for other ways to deduct taxes. Consulting with a Certified Public Accountant (CPA) to assist you during this process will save you money and countless headaches. 

Here’s why you should consult a CPA:

Tax Expertise

There are other ways to maximize your tax advantages, and estate planning and hiring a CPA can help you minimize the amount of estate taxes you need to pay. Hiring a CPA can help optimize capital gains taxes so your assets are adjusted to fair market value during your passing. 

Your CPA can help you with succession planning, which is still a deductible business expense of estate planning. 

Maximize Deductions

Your CPA will know more about deductions and how to maximize them, especially regarding estate planning. Itemized expenses like legal and consulting fees are no longer accepted unless they are connected to a trade or a business, according to the IRS Section 162. Your CPA will know what expenses qualify for deductions and how to do this legally.    

Succession planning is a deductible expense that your CPA can assist you with to ensure you save money while staying tax-compliant. 

Changes in Tax Laws

The world of tax laws is often confusing, especially when you’re trying to stay compliant. 

There have been a lot of key tax changes for the 2024 tax year that taxpayers must be aware of. Not knowing these changes can end up costing you money and your sanity. Let your CPA stay ahead of the changes and ensure your estate and other income taxes are taken care of. 

Peace of Mind 

Not only can estate planning be costly, but it can be very stressful if you don’t know what you are doing. You need to do so many things, from making a thorough list of physical and digital possessions to selecting the beneficiaries of your accounts and insurance policies. 

You also need to make an inventory of all your debts and where they come from, like student loans, private loans, car loans and mortgages. You also need to provide contact details or account information to these lists. Use the Money tab on Trustworthy to enter all your financial details, like credit card numbers and other confidential information.  

Once you’ve made all your lists and stored all your important tax documents, like expense lists, on Trustworthy, you can share access with your CPA. They’ll appreciate your organizational skills, making the entire process smoother and less stressful. 


Frequently Asked Questions (FAQs)

What are the benefits of using an estate planning attorney?

When you begin estate planning, you’ll want to use an attorney to ensure everything is properly taken care of. Some benefits to using an estate planning attorney include having an estate plan that reflects your wishes without miscommunication errors. It also ensures your estate plan complies with all tax and federal laws. 

Other benefits include customized estate plans, no probate, or a less substantial probate process for your beneficiaries. 

Is the cost of setting up a trust tax deductible?

While estate planning is not considered deductible, the Tax Cuts and Jobs Act does allow you to deduct some expenses of a trust. 

Some of these costs include tax preparation fees like generation-skipping transfer tax returns and fiduciary income tax returns, including the decedent’s final individual income tax return. 

Appraisal fees used to determine the market value of assets are also tax deductible, as well as incremental costs of investment advice. 

Is writing a will tax deductible?

Writing a will is no longer tax deductible according to the 2018 Tax Cuts and Jobs Act because it’s considered a form of estate planning, which is no longer a business expense. A way to work around this is to carry out succession planning if you have a small business you wish to transfer to a loved one after your passing. 

The Tax Cuts and Jobs Act is due to be renewed in 2025, so estate planning may become a legitimate business expense. 

Are probate fees tax deductible?

Probate fees, also known as the cost of the estate administration, are not entirely tax deductible. There are some exemptions. For example, fees paid to a fiduciary for administering the estate, like filing a fiduciary tax return on behalf of the estate, are considered tax deductible. Consult with an experienced CPA to ensure you comply with local and federal tax laws during estate planning. 

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

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Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

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How Much Does It Cost To Publish An Obituary? Breaking It Down

reasons you need an obituary
reasons you need an obituary
reasons you need an obituary

Nov 1, 2023

6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)

where do you post an obituary
where do you post an obituary
where do you post an obituary

Oct 30, 2023

Where Do You Post an Obituary: A Step-By-Step Guide

obituary vs death note
obituary vs death note
obituary vs death note

Oct 30, 2023

Obituary vs Death Note: What Are the Key Differences?

buying a house with elderly parent
buying a house with elderly parent
buying a house with elderly parent

Oct 5, 2023

Buying A House With Elderly Parent: 10 Things To Know

trapped caring for elderly parents
trapped caring for elderly parents
trapped caring for elderly parents

Sep 14, 2023

I'm Trapped Caring for Elderly Parents

401k and minors
401k and minors
401k and minors

Oct 5, 2023

401(k) and Minors: Can a Minor be a Beneficiary?

How-to-Self-Direct-Your-401k
How-to-Self-Direct-Your-401k
How-to-Self-Direct-Your-401k

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How to Self-Direct Your 401(k): Take Control of Your Retirement

grandparents
grandparents
grandparents

Aug 3, 2023

The Ultimate Guide to Decluttering and Simplifying Your Home as You Age

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The Essential Guide to Preparing for Retirement

Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)

Aug 3, 2023

Estate Planning For Blended Families (Complete Guide)

Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)

Aug 3, 2023

Estate Planning For Physicians (Complete Guide)

are you legally responsible for your elderly parents
are you legally responsible for your elderly parents
are you legally responsible for your elderly parents

Jul 14, 2023

Are You Legally Responsible For Your Elderly Parents?

Multi-generational family walking through a field
Multi-generational family walking through a field
Multi-generational family walking through a field

Jun 7, 2023

How To Travel With Elderly Parent: Here's How to Prepare

Retirement center
Retirement center
Retirement center

Jun 6, 2023

Checklist For Moving A Parent To Assisted Living

Elderly parents with son
Elderly parents with son
Elderly parents with son

Jun 6, 2023

How to Set Up A Trust For An Elderly Parent: 6 Easy Steps

Daughter helping her mom review paperwork
Daughter helping her mom review paperwork
Daughter helping her mom review paperwork

Jun 6, 2023

How To Stop Elderly Parents From Giving Money Away (9 Tips)

Elderly parents signing documents
Elderly parents signing documents
Elderly parents signing documents

Jun 6, 2023

Should Elderly Parents Sign Over Their House? Pros & Cons

A couple looking at their computer
A couple looking at their computer
A couple looking at their computer

May 17, 2023

Estate Planning: A Comprehensive Guide

Helping elderly parents - the complete guide
Helping elderly parents - the complete guide
Helping elderly parents - the complete guide

May 2, 2023

Helping Elderly Parents: The Complete Guide

Family seated on sofa having a discussion
Family seated on sofa having a discussion
Family seated on sofa having a discussion

May 1, 2023

Trustworthy guide: How to organize your digital information

Person signing a document
Person signing a document
Person signing a document

Apr 15, 2023

Can My Husband Make a Will Without My Knowledge?

Son on father's shoulders
Son on father's shoulders
Son on father's shoulders

Apr 15, 2023

What is a Last Will and Testament (also known as a Will)?

A couple looking at a document with a calculator
A couple looking at a document with a calculator
A couple looking at a document with a calculator

Apr 15, 2023

Can A Wife Sell Deceased Husband's Property (6 Rules)

Paper shredding
Paper shredding
Paper shredding

Apr 15, 2023

Should I Shred Documents Of A Deceased Person? (5 Tips)

Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?

Apr 15, 2023

Can I Change My Power of Attorney Without A Lawyer?

Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)

Apr 15, 2023

Can You Have Two Power of Attorneys? (A Lawyer Answers)

Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Apr 15, 2023

Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)

Apr 15, 2023

Estate Planning for a Special Needs Child (Complete Guide)

Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)

Apr 15, 2023

Estate Planning For Childless Couples (Complete Guide)

Estate Planning For Elderly Parents
Estate Planning For Elderly Parents
Estate Planning For Elderly Parents

Apr 15, 2023

Estate Planning For Elderly Parents (Complete Guide)

Woman talking with an advisor in a house
Woman talking with an advisor in a house
Woman talking with an advisor in a house

Apr 15, 2023

Estate Planning For High Net Worth & Large Estates

Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)

Apr 15, 2023

Estate Planning For Irresponsible Children (Complete Guide)

How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?

Apr 15, 2023

How To Get Power of Attorney For Parent With Dementia?

I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?

Apr 15, 2023

I Lost My Power of Attorney Papers, Now What?

White house
White house
White house

Apr 15, 2023

Is It Better To Sell or Rent An Inherited House? (Pros & Cons)

Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice

Apr 15, 2023

Is It Wrong To Move Away From Elderly Parents? My Advice

Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know

Apr 15, 2023

Moving An Elderly Parent Into Your Home: What To Know

Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know

Apr 15, 2023

Moving An Elderly Parent to Another State: What To Know

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

Apr 15, 2023

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

A couple reviewing documents and signing them
A couple reviewing documents and signing them
A couple reviewing documents and signing them

Apr 15, 2023

What To Bring To Estate Planning Meeting (Checklist)

A couple in a meeting with a professional
A couple in a meeting with a professional
A couple in a meeting with a professional

Apr 15, 2023

When Should You Get An Estate Plan? (According To A Lawyer)

Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?

Apr 15, 2023

Which Sibling Should Take Care of Elderly Parents?

Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)

Apr 15, 2023

Who Can Override A Power of Attorney? (A Lawyer Answers)

Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?

Apr 15, 2023

Can Power of Attorney Sell Property Before Death?

Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand

Apr 15, 2023

Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)

Elderly parents working with a professional
Elderly parents working with a professional
Elderly parents working with a professional

Apr 15, 2023

Complete List of Things To Do For Elderly Parents (Checklist)

Reviewing paperwork with lawyer
Reviewing paperwork with lawyer
Reviewing paperwork with lawyer

Apr 15, 2023

How To Get Power of Attorney For A Deceased Person?

Apr 15, 2023

How To Help Elderly Parents From A Distance? 7 Tips

Woman talking with her parents
Woman talking with her parents
Woman talking with her parents

Apr 15, 2023

Legal Documents For Elderly Parents: Checklist

House
House
House

Apr 15, 2023

Selling Elderly Parents Home: How To Do It + Mistakes To Avoid

Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache

Apr 15, 2023

What To Do When A Sibling Is Manipulating Elderly Parents

Two men reviewing paperwork
Two men reviewing paperwork
Two men reviewing paperwork

Apr 6, 2023

Can An Out of State Attorney Write My Will? (A Lawyer Answers)

People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills

Mar 15, 2023

Settling an Estate: A Step-by-Step Guide

Check on the table
Check on the table
Check on the table

Feb 10, 2023

My Deceased Husband Received A Check In The Mail (4 Steps To Take)

The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney

Feb 7, 2023

The Benefits of Working With an Experienced Estate Planning Attorney

How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)

Feb 6, 2023

How To Track Elderly Parents' Phone (2 Options)

Someone filling out a social security benefits application form
Someone filling out a social security benefits application form
Someone filling out a social security benefits application form

Feb 1, 2023

Can You Collect Your Parents' Social Security When They Die?

Veteran Benefits book
Veteran Benefits book
Veteran Benefits book

Feb 1, 2023

How Do I Stop VA Benefits When Someone Dies (Simple Guide)

Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand

Feb 1, 2023

Can You Pay Money Into A Deceased Person's Bank Account?

Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)

Feb 1, 2023

Deleting A Facebook Account When Someone Dies (Step by Step)

Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.

Feb 1, 2023

Does The DMV Know When Someone Dies?

Gavel
Gavel
Gavel

Feb 1, 2023

How To Find A Deceased Person's Lawyer (5 Ways)

How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)

Feb 1, 2023

How To Plan A Celebration Of Life (10 Steps With Examples)

How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide

Feb 1, 2023

How To Stop Mail Of A Deceased Person? A Simple Guide

Social security card, 1040 form
Social security card, 1040 form
Social security card, 1040 form

Feb 1, 2023

How to Stop Social Security Direct Deposit After Death

Firearm
Firearm
Firearm

Feb 1, 2023

How To Transfer Firearms From A Deceased Person (3 Steps)

How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)

Feb 1, 2023

How To Write An Obituary (5 Steps With Examples)

Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)

Feb 1, 2023

Unlock iPhone When Someone Dies (5 Things To Try)

Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road

Feb 1, 2023

What Happens To A Leased Vehicle When Someone Dies?

Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know

Jan 31, 2023

Do Wills Expire? 6 Things To Know

Person typing on a laptop
Person typing on a laptop
Person typing on a laptop

Jan 31, 2023

How To Get Into a Deceased Person's Computer (Microsoft & Apple)

Fingerprint documentation
Fingerprint documentation
Fingerprint documentation

Jan 31, 2023

Why Do Funeral Homes Take Fingerprints of the Deceased?

Foreclosure in front of a home
Foreclosure in front of a home
Foreclosure in front of a home

Jan 31, 2023

What To Do If Your Deceased Parents' Home Is In Foreclosure

Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)

Jan 31, 2023

Questions To Ask An Estate Attorney After Death (Checklist)

Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer

Jan 31, 2023

What Happens If a Deceased Individual Owes Taxes?

Elderly people talking with professional
Elderly people talking with professional
Elderly people talking with professional

Jan 31, 2023

Components of Estate Planning: 6 Things To Consider

What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person

Jan 22, 2023

What To Do If Insurance Check Is Made Out To A Deceased Person

Scattered photograph negatives
Scattered photograph negatives
Scattered photograph negatives

Jan 8, 2023

What Does a Typical Estate Plan Include?

Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)

Apr 15, 2022

Can I Do A Video Will? (Is It Legitimate & What To Consider)

Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)

Apr 15, 2022

Estate Planning For Green Card Holders (Complete Guide)

Chair in a bedroom
Chair in a bedroom
Chair in a bedroom

Mar 2, 2022

What Does Your “Property” Mean?

Gavel
Gavel
Gavel

Mar 2, 2022

What is the Uniform Trust Code? What is the Uniform Probate Code?

Female statue balancing scales
Female statue balancing scales
Female statue balancing scales

Mar 2, 2022

Do You Need to Avoid Probate?

Person signing document
Person signing document
Person signing document

Mar 2, 2022

How is a Trust Created?

stethoscope
stethoscope
stethoscope

Mar 2, 2022

What Are Advance Directives?

Couple standing on the beach
Couple standing on the beach
Couple standing on the beach

Mar 2, 2022

What does a Trustee Do?

Large house exterior
Large house exterior
Large house exterior

Mar 2, 2022

What is an Estate Plan? (And why you need one)

Gavel
Gavel
Gavel

Mar 2, 2022

What is Probate?

United States Map
United States Map
United States Map

Mar 2, 2022

What Is Your Domicile & Why It Matters

Man organizing paperwork
Man organizing paperwork
Man organizing paperwork

Mar 2, 2022

What Is a Power of Attorney for Finances?

A baby and toddler lying on a bed
A baby and toddler lying on a bed
A baby and toddler lying on a bed

Mar 1, 2022

Should your family consider an umbrella insurance policy?

Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks

Mar 1, 2022

Do I need a digital power of attorney?

Person signing documents
Person signing documents
Person signing documents

Apr 6, 2020

What Exactly is a Trust?