Blog Category
Estate/Trust
Year-End Estate Planning Tips for 2020
Most people aren't currently exposed to the federal estate tax, thanks to the generous unified federal estate and gift tax…
Helping Elderly Parents With Estate Planning
If you're caring for elderly parents (and possibly, minor children as well), you probably don't have a lot of extra time to think…
Buy-Sell Agreement: Be Sure to Answer These Questions
Resolve "what if?" questions now if you own a business! One estate planning tool that can protect your family and partners is a…
Estate Planning When Your Spouse is Not a U.S. Citizen
In today's world, it's not uncommon for a U.S. citizen who lives in this country to be married to a non-citizen who is a…
Prepare Your Family with an Estate Planning Letter
As part of your estate planning, it's a good idea to have a non-binding letter to your spouse, children and other heirs outlining…
How to Handle a Vacation Home When Estate Planning
When people own something of sentimental value, they are sometimes unsure of how to pass it along to their heirs. This can happen with…
What You Should Know about Organ Donation
When planning your estate, spend some time thinking about whether you want to donate your organs or remains to help another individual…
And the Executor Is ...
In her will, American businesswoman Leona Helmsley left $12 million in a trust fund to her dog Trouble (who died four years after she…
Your Children and Estate Planning
If you have a sizable estate that you'll be leaving to your adult children, then your children probably need an estate plan of…
The Importance of Earnestly Organizing Documents
The paper trail that follows us throughout our lives includes records that track births, deaths, marriages, divorces and adoptions --…
Disclaimer: The information contained in Dulin, Ward & DeWald’s blog is provided for general educational purposes only and should not be construed as financial or legal advice on any subject matter. Before taking any action based on this information, we strongly encourage you to consult competent legal, accounting or other professional advice about your specific situation. Questions on blog posts may be submitted to your DWD representative.