Patricia May

Patricia May

Wannabe webaholic. Social media expert. Hipster-friendly coffeeaholic. Passionate webaholic. Infuriatingly humble social media advocate.

61 Posts Written
What documents should i have as i get older?

What documents should i have as i get older?

Also called a health care power of attorney, health care power of attorney, or living will, a durable medical power of...

When should you set up will?

When should you set up will?

Sneddon says that most of the time, a person makes a will after an important life event, such as getting married, buying...

Why everyone needs an estate plan?

Why everyone needs an estate plan?

If you want your assets and loved ones to be protected when you can no longer do so, you'll need an estate plan. Without...

Expert Guidance For Comprehensive Protection: Why Consult A Health Insurance Agency For Estate Planning Insurance In Florida

Expert Guidance For Comprehensive Protection: Why Consult A Health Insurance Agency For Estate Planning Insurance In Florida

When it comes to safeguarding your future and ensuring the well-being of your loved ones, having a robust health...

What you should not include in your will?

What you should not include in your will?

Property You Shouldn't Include in Your Last Will by Michelle Kaminsky, Esq. Read on to learn more about what property you ...

What should will contain?

What should will contain?

What you should include in your will Your basic personal information, legal language stating testamentary intent, your...

Are estate planning expenses deductible?

Are estate planning expenses deductible?

Estate planning fees were tax-deductible, but are no longer tax-deductible. Some attorneys issue separate invoices for...

How do you structure an estate plan?

How do you structure an estate plan?

Seven steps to basic estate planning · 1.Consider your family's needs · 3. Retirement plans, such as workplace 401 (k)...

What is the difference between retirement planning and estate planning?

What is the difference between retirement planning and estate planning?

While estate planning involves creating a plan for the transfer of the creator's wealth to his beneficiaries after his or ...

Who needs estate planning advice?

Who needs estate planning advice?

Most people with assets or a family must execute a will. You may or may not need an estate plan, depending on the size of ...

What is the benefit of estate planning?

What is the benefit of estate planning?

The number one benefit of estate planning is that it allows you to provide for your family even when you're no longer...

What is the purpose of making an estate plan?

What is the purpose of making an estate plan?

Estate planning is the process of designating who will receive your assets in the event of death or disability. Often...

Are estate planning costs tax deductible?

Are estate planning costs tax deductible?

Estate planning fees were tax-deductible, but are no longer tax-deductible. The simple answer is no, most estate planning ...

Will estate planning checklist?

Will estate planning checklist?

Estate Planning Checklist/Last Will and Testament. estate planning goes beyond the drafting of.

Does aarp offer estate planning?

Does aarp offer estate planning?

Our FREE personal estate planning kit is a tool for organizing your wealth, saving you time, protecting your assets and...

What documents do i need for aging parents?

What documents do i need for aging parents?

Personal medical history, insurance card, long-term care insurance policy, emergency information sheet. It is also known...

Reliable Estate Planning Attorney In Fort Worth: Protecting Your Legacy With Estate Planning Insurance

Reliable Estate Planning Attorney In Fort Worth: Protecting Your Legacy With Estate Planning Insurance

Secure your family's future with a trusted estate planning attorney in Fort Worth, dedicated to protecting your legacy....

What estate planning documents do i need?

What estate planning documents do i need?

An estate planning lawyer can help you identify your goals and objectives and prepare the estate planning documents...

What is the meaning of estate plan?

What is the meaning of estate plan?

Estate planning is the process by which an individual or family organizes the transfer of assets in anticipation of...

Why You Need An Estate Planning Lawyer In Ann Arbor: Understanding The Role Of Estate Planning Insurance

Why You Need An Estate Planning Lawyer In Ann Arbor: Understanding The Role Of Estate Planning Insurance

Estate planning is an important aspect of preparing for the future, ensuring that your assets are protected and...

How much does it cost to do a trust in california?

How much does it cost to do a trust in california?

The Trust includes all the documents necessary to establish the Trust, the powers of attorney, both financial and...

Can estate planning fees be deducted?

Can estate planning fees be deducted?

Estate planning fees were tax-deductible, but are no longer tax-deductible. It's the magic number on your tax forms,...

Are estate planning expenses tax deductible?

Are estate planning expenses tax deductible?

Estate planning fees were tax-deductible, but are no longer tax-deductible. The simple answer is no, most estate planning ...

Understanding The Importance Of Wills In Estate Planning Insurance In Frisco, TX

Understanding The Importance Of Wills In Estate Planning Insurance In Frisco, TX

In Frisco, TX, understanding the importance of wills in estate planning insurance is a critical step toward securing the...

Challenges of Cross-Border Estate Planning In The United States From A Cross-Border Financial Advisor

Challenges of Cross-Border Estate Planning In The United States From A Cross-Border Financial Advisor

Cross-border estate planning between Canada and the United States presents unique challenges and opportunities. As...

Can estate planning be a business expense?

Can estate planning be a business expense?

The maintenance, maintenance, or management of income-generating properties. Every time tax season begins, many of us are ...

What expenses are deductible on a 1041?

What expenses are deductible on a 1041?

On Form 1041, you can request deductions for expenses such as attorney, accountant and return preparer fees, trust fees,...

How estate planning works?

How estate planning works?

Estate planning involves determining how a person's assets will be preserved, managed, and distributed after death. It...

Does estate planning include wills?

Does estate planning include wills?

An estate plan is a collection of documents and includes a will, guardianship designations, health care powers of...

Will and estate planning tips?

Will and estate planning tips?

Here are ten tips for creating an estate plan like a pro, Assemble a Team. Know the income for a deceased person (IRD)...

What expenses can be deducted from an estate?

What expenses can be deducted from an estate?

Outstanding debts left by the deceased. To put it bluntly, managing an estate is expensive.

Can you deduct funeral expenses on form 1041?

Can you deduct funeral expenses on form 1041?

Sometimes, properties with earned income must also file income tax forms using IRS Form 1041.However, these forms are not ...

What are the two most important purposes of estate planning?

What are the two most important purposes of estate planning?

Another purpose of estate planning is to ensure that your assets are transferred to their appropriate beneficiaries....

When should estate planning begin?

When should estate planning begin?

So when should you start wealth planning? Many experts recommend creating an estate plan once you become a legal adult...

Will estate planning worksheet?

Will estate planning worksheet?

An estate planning checklist is a guide on how to plan for a person's end-of-life assets and health care in the event...

What are the four major components of a will?

What are the four major components of a will?

Table of ContentInformation and execution of the testator, The executor and his powers, guardianship of dependents,...

What are the most important factors of a will?

What are the most important factors of a will?

If you have minor children, consider who would take care of them if something happened to you and your other parent. Home ...

Getting The Most Out Of Your Estate Planning Insurance With A Tax Accountant

Getting The Most Out Of Your Estate Planning Insurance With A Tax Accountant

Estate planning is a complex process, and it’s essential to get the most out of your insurance policies when you’re...

Why estate planning is important?

Why estate planning is important?

Estate planning holds immense importance in securing the future for both individuals and their loved ones. It involves...

When should you estate plan?

When should you estate plan?

Retirement plans, such as workplace 401 (k) plans and individual retirement accounts Property and casualty insurance...

What are the advantages of estate system?

What are the advantages of estate system?

An estate plan ensures that your home, finances, and other assets are taken care of after you die, allowing you to...

Why Estate Planning Is Important And How To Choose The Right Insurance

Why Estate Planning Is Important And How To Choose The Right Insurance

Most people put off estate planning until it is too late. They mistakenly believe that their loved ones will know what to ...

What expenses are allowed for an estate tax return?

What expenses are allowed for an estate tax return?

To put it bluntly, managing an estate is expensive. Between property maintenance, potential legal fees and memorial...

Why is estate planning important for family?

Why is estate planning important for family?

Estate planning is often thought of as a task reserved for the wealthy, but in reality, it is a crucial process for...

What expenses are deductible on an estate tax return?

What expenses are deductible on an estate tax return?

Outstanding debts left by the deceased. One of your responsibilities as executor of an estate is to file the deceased...

Protecting Your Legacy: How To Choose An Akron Insurance Agency For Estate Planning

Protecting Your Legacy: How To Choose An Akron Insurance Agency For Estate Planning

In the journey of life, building a legacy that withstands the test of time is a paramount goal for many individuals....

What is the purpose of an estate plan?

What is the purpose of an estate plan?

Estate planning involves determining how a person's assets will be preserved, managed, and distributed after death. It...

Understanding Estate Planning & Insurance With The Help Of An Accountant

Understanding Estate Planning & Insurance With The Help Of An Accountant

When it comes to estate planning and insurance, having the right advice is essential. An accountant can provide valuable...

Is there an age estate planning should begin?

Is there an age estate planning should begin?

At Bratton Estate and Elder Care Attorneys, our estate planning attorneys believe that there is no specific age at which...

Estate Planning Insurance In Vancouver: Safeguard Your Estate With A Professional Tax Accountant

Estate Planning Insurance In Vancouver: Safeguard Your Estate With A Professional Tax Accountant

Estate planning is an important part of financial security and peace of mind. It involves creating a plan to protect your ...

What You Need To Know About Estate Planning Insurance In Manchester, NH

What You Need To Know About Estate Planning Insurance In Manchester, NH

Estate planning insurance is a crucial aspect of protecting your assets and ensuring that your loved ones are taken care...

Building A Comprehensive Plan: Integrating Insurance Services With Estate Planning In Lake Worth, FL

Building A Comprehensive Plan: Integrating Insurance Services With Estate Planning In Lake Worth, FL

Building a comprehensive plan that integrates insurance services with estate planning is crucial for individuals and...