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Why You Need Two Kinds of Power of Attorney Documents

Power of Attorney documents are often an afterthought when someone thinks about their estate plan.
11/10/23 • by: Graber & Johnson Law Group, LLC
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How Do Special Needs Trusts Work?

One of the most commonly recognized instruments for protecting assets for a disabled beneficiary is through the use of a Special Needs Trust, also known as a Supplemental Needs Trust.
11/09/23 • by: Graber & Johnson Law Group, LLC
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Social Security Scammers Embracing Artificial Intelligence

AI-driven fraud is on the rise, and that includes Social Security scams. Thieves are using artificial intelligence to get personal information that can be used to access benefits.
11/08/23 • by: Graber & Johnson Law Group, LLC
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Do You Need a Trust Fund or a Will? Or Both?

Estate planning involves both trust funds and wills to help ensure the smooth transition of assets to your beneficiaries.
11/07/23 • by: Graber & Johnson Law Group, LLC
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Does Your State Have an Inheritance Tax?

How much will your children—or other heirs—pay when you die? That depends on whether you live in a state with no death tax.
11/06/23 • by: Graber & Johnson Law Group, LLC
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What’s Most Important in Estate Planning?

In the next decade, 15% of American adults expect to receive an inheritance, according to the latest findings from the New York Life Wealth Watch survey. However, they’re not all confident they’ll be able to manage the funds. On average, adults who expect to receive an inheritance anticipate receiving $740,000. However, just 42% feel very comfortable handling that new wealth.
11/01/23 • by: Graber & Johnson Law Group, LLC
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Estate Planning and Tax Planning for Business Owners

This article will explore key considerations and actionable insights for business owners to reduce their tax burden, protect their assets and facilitate a smooth wealth transition.
10/26/23 • by: Graber & Johnson Law Group, LLC
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Do I Have to Pay Taxes on Trusts?

Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket.
10/25/23 • by: Graber & Johnson Law Group, LLC
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What Happens When the Second Parent Passes?

However, settling the second spouse's affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated.
10/24/23 • by: Graber & Johnson Law Group, LLC
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Why You Need to Include Digital Assets in Your Estate Plan

From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.
10/23/23 • by: Graber & Johnson Law Group, LLC
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