Category: Estate Planning

When we think about passing down our legacy to future generations, we often focus on financial assets or family heirlooms. But what about...

Dear Valued Client, With President Trump’s re-election and Republican control of the Senate and  the House, we anticipate some...

As the old adage says – there are only two certainties in life, death and taxes. While a properly executed estate plan will address...

When most people are asked about their “estate plan,” they think about who they want to receive their assets upon their death. Some people...

Most people think about senior citizens and people with an illness when considering estate planning. Estate planning is important for business...

The Corporate Transparency Act (CTA) went into effect January 1, 2024, and requires certain business entities to report Beneficial Ownership...

Our own Emily A. Martin joins Coast Live to discuss the importance of Estate Administration, and making sure your assets are managed the way...

Elevating Your Estate Planning: The Power of Collaboration Effective estate planning is not just about legal documents – it’s...

In the world of estate planning, understanding the nuances is key to securing your legacy and ensuring a smooth transition of assets. In this...

Most, if not all of us, know someone that is affected by mental illness. Mental illness refers to a wide range of conditions that affect an...

It is with great honor to announce that Hook Law Center Attorney and Shareholder, Letha Sgritta McDowell, has been elected as a Fellow of...

It is important for taxpayers to be informed about required minimum distributions (RMDs) from IRAs so that they can plan accordingly for their...

A living trust is a legal entity that is used to hold title to your assets while you are alive. Upon your death, the assets are then transferred...

During your retirement years, you may expect to receive Social Security payments. A few people may also receive payments from public or private...

The Department of Defense has unveiled a new retirement plan that will go into effect on January 1, 2018. The new “blended” plan will not...

An unfortunate, but common, scenario: You and your spouse get divorced.  You remarry, but die shortly thereafter.  Your loved ones...

There are two ways in which the 3.8 percent net investment income tax (NIIT) can have an impact on your estate plan. It can raise your tax...

One strategy to lower your taxable estate is lifetime giving. However, there is a gift tax rate of 40 percent. If you have exhausted your...

In an interview for Stretcher.com, Attorney Andrew Hook explains the meaning of a revocable living trust by dividing the term into its main...

Many people will inherit the house in which their parents lived. Deciding what steps to take with respect to the house can cause you to confront...