In many cases the best estate plan is a simple estate plan. As a result of the recent Tax Cuts and Jobs Act of 2017, the majority of individual estates are not subject to estate tax (for 2018 up to $11.18 million of an individual's assets are exempt from estate tax). However, estate tax laws are subject to change at any time. It is important to review your estate plan on a regular basis and update as necessary.
We will prepare your entire estate plan, including your Will, Trust, Financial Power of Attorney, and Health Care Power of Attorney documents in accordance with your wishes and intentions. We will help you to take inventory of your assets and ensure that your accounts have the right beneficiary designations. We will also help you to administer a trust or estate and guide you through the probate process.
Attorney Pollard has successfully litigated and resolved multiple cases involving estate disputes, including claims under state law for tortious interference with expected inheritance.
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