Author: Todd Smith

Advanced Estate Planning Tools: What is a QPRT?

A happy couple sitting on a couch in what seems to be a business office. They are meeting with someone with a clipboard who is dressed professionally.

Understanding the Impact of Estate Tax Changes Yesterday I was talking to a client about how the tax law rules have changed since the last time we got together to review her estate plan. She mentioned how good it would be for her heirs now that the effective “estate tax exemption” is over $12 million, […]

My Mom Passed Away and Left Me in Charge

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The probate attorneys at Dana Whiting Law understand that when someone has lost a loved one and is named Executor or Trustee, there can be an overwhelming sense of not knowing what needs to be done and which issues are urgent and need to be prioritized. The Executor or Trustee is the person tasked with […]