Author: michal

Estate planning is the process of organizing your assets and legal documents so they transfer smoothly when you die or become incapacitated. It includes a will, beneficiary designations, powers of attorney, healthcare directives, and sometimes a trust, and it minimizes taxes, avoids unnecessary legal delays, and gives your family clarity. Many people put off estate…

Connecticut is one of a small number of states that charges its own estate tax, on top of the federal estate tax, currently applying to estates above $15 million per person. A valid Connecticut will must be signed by the testator and attested by two witnesses, each signing in the testator’s presence. Because Connecticut has…

Colorado charges no state estate tax and no inheritance tax, so most families only need to plan around the federal estate tax, which applies above $15 million per person in 2026. Colorado also offers a will execution option most states do not: acknowledging your signature before a notary instead of using witnesses. A complete Colorado…

California has no state estate tax and no inheritance tax, so the main tax question for most residents is the federal estate tax, which only applies above $15 million per person in 2026. A valid California will must be signed by the testator and by two witnesses present at the same time, or it can…

Arkansas imposes no state estate tax and no inheritance tax, so most families only need to plan around the federal estate tax, which affects estates above $15 million in 2026. A valid Arkansas will must be signed by the testator and by two witnesses who are at least 18 years old. An Arkansas estate plan…

Arizona charges no state estate tax and no inheritance tax, so only very large estates face any tax exposure, and only at the federal level. A valid Arizona will must be in writing, signed by the testator, and signed by two witnesses who are not beneficiaries of that document. Arizona repealed its state estate tax…

Alaska charges no state estate tax and no inheritance tax, so most residents only need to worry about the federal estate tax, which applies only to estates above $15 million in 2026. A valid Alaska will must be in writing, signed by the testator, and signed by two witnesses, or entirely handwritten under the state…

What’s an Advanced Care Directive? What are the benefits of having an advanced care directive? Here are the top reasons why you need an Advanced Care Directive as part of your estate plan! Continue reading to learn more!

How is estate planning different in Texas? Should I make a Will in Texas? Here’s where to find everything you need to create a valid Estate Plan in the Lone Star State! Keep reading to learn more!