Category: Estate Planning

Estate planning in Wyoming means preparing a valid will, plus often a trust, health care directives, and a durable power of attorney, so your property passes as you intend. Wyoming has no state estate tax, and it recently raised its small-estate affidavit threshold, making simplified probate available to more families. Estate planning is not only…

Estate planning in Wisconsin means preparing a valid will, plus often a trust, powers of attorney, and health care directives, so your property passes as you intend. Wisconsin has no state estate or inheritance tax, but it is a community property state, which affects how married couples own and pass on assets. That community property…

Estate planning in Washington means preparing a valid will, plus often a trust, powers of attorney, and health care directives, so your assets pass as you intend. Washington has one of the highest state estate taxes in the country, with rates that can reach 35 percent, so planning here carries real weight. Because the exemption…

Estate planning in West Virginia means preparing a valid will, plus often a trust, powers of attorney, and health care directives, so your property passes as you intend. West Virginia has no state estate or inheritance tax, but a will still must meet the state’s exact signing and witness requirements to be valid. Estate planning…

Estate planning in Virginia means preparing a valid will, plus often a trust, powers of attorney, and health care directives, so your assets pass as you intend. Virginia has no state estate or inheritance tax, but its will and probate rules still have to be followed precisely, especially for handwritten wills. Anyone who wants a…

Estate planning in Vermont means preparing a valid will, plus often a trust, powers of attorney, and health care directives, so your assets pass as you intend. Vermont has its own estate tax with a flat $5 million exemption per person and a 16 percent rate above that, so larger estates need specific planning. That…

Estate planning in Texas means putting a will, powers of attorney, and healthcare directives in place so your assets go to the people you choose and your medical wishes are honored, without forcing your family through Texas’s default intestacy rules. A complete plan typically includes a will, a durable power of attorney, a living will,…

Estate planning in Utah means preparing a valid will, plus often a trust, financial power of attorney, and health care directive, so your assets pass as you intend. Utah has no state estate or inheritance tax, but a will still must meet the state’s exact signing and witness requirements to hold up in probate. Without…

Estate planning in Tennessee means preparing a valid will, plus often a trust, powers of attorney, and health care directives, so your assets transfer as you intend. Tennessee repealed its inheritance tax effective 2016 and has no separate estate tax, but a will must still meet the state’s exact signing rules. Estate planning is more…

Estate planning in South Carolina means preparing a valid will, plus often a trust, powers of attorney, and health care directives, so your assets transfer as you intend. South Carolina has no state estate or inheritance tax, but its probate process and will formalities still have to be followed precisely. Estate planning here goes beyond…