When a person dies with a large estate, taxes can be an unwelcome surprise for many beneficiaries. In some instances, taxes can take a big chunk of the estate. With proper estate planning, however, some of these taxes can be avoided legally and allow beneficiaries to...
A trust can ensure your special needs child is taken care of
As the parent of a special needs child in Lee County, it is important to take their needs into consideration when you plan your estate. Doing so can ensure that they are taken care of after your death. A good way to do this is by setting up a special needs trust. This...
Supreme Court’s decision benefits same-sex couples’ estate plans
Up until recently, only couples in a traditional heterosexual marriage in Lee County could take advantage of certain estate tax breaks. With the recent Supreme Court Decision that overturned the federal Defense of Marriage Act, this has all changed. Now the federal...
Woman dies at age 104 with 2 conflicting wills
The entire reason a person writes up a last will and testament is to make his or her wishes known and to ensure that the people he or she wants to receive an inheritance, will actually do so. In recent years, probating a will in Lee County is becoming more and more...
