Category: Estate Planning

Estate planning in South Dakota means preparing a valid will, plus often a trust, powers of attorney, and health care directives, so your assets pass as you intend. South Dakota has no state estate or inheritance tax, and its trust laws, including the option for a perpetual trust, are among the most favorable in the…

Estate planning in Rhode Island means preparing a valid will, plus often a trust, powers of attorney, and health care directives, so your assets pass as you intend. Rhode Island imposes its own estate tax on larger estates, with an exemption that changes each year, so timely, cited numbers matter here. Rhode Island’s probate process…

Estate planning in Pennsylvania means preparing a valid will, plus often a trust, powers of attorney, and health care directives. Pennsylvania has no state estate tax, but it does levy an inheritance tax on most transfers, with rates that depend entirely on your relationship to the person inheriting. That inheritance tax applies from the first…

Estate planning in Oklahoma means preparing a valid will, plus often a trust, financial power of attorney, and health care directive, so your property passes as you intend. Oklahoma has no state estate or inheritance tax, but a will must still meet the state’s exact signing and witness requirements to hold up in probate. Estate…

Estate planning in Oregon means preparing a valid will, plus often a trust, powers of attorney, and health care directives, so your assets pass as you want. Oregon is one of the few states with its own estate tax, and the exemption is only $1 million, so planning matters here more than in most states.…

Estate planning in Ohio means putting a valid will in place, plus often a trust, financial power of attorney, and health care directive, so your assets pass the way you want. Ohio has no state estate or inheritance tax, but it offers a simplified probate path for smaller estates. Estate planning in Ohio goes beyond…

Estate planning in North Dakota means putting a valid will in place, plus often a trust, financial power of attorney, and health care directive, so your property passes as you intend and someone you trust can act if you become incapacitated. North Dakota has no state estate or inheritance tax, and its will rules follow…

Estate planning in New York means putting a will, and often a trust, powers of attorney, and health care directives in place so your assets pass the way you want and someone you trust can act for you if you become incapacitated. New York’s Estates, Powers and Trusts Law governs these documents, and getting the…

Estate planning in North Carolina means putting a valid will in place, plus often a trust, financial power of attorney, and health care directive, so your property passes as you want and someone you trust can act for you if incapacitated. North Carolina has no state estate or inheritance tax, but its will rules still…

New Mexico charges no state estate tax and no inheritance tax, so most families only need to think about the federal estate tax, which applies above $15 million per person in 2026. New Mexico is also a community property state, and a valid will there must be signed by the testator and by two witnesses.…