Blog
Curating Your Legacy: Estate Planning for Collectors
For those who have spent years curating a collection of art, antiques, or rare items, passing it on requires more than just a simple clause in a will. These collections often hold significant monetary value, but their true worth lies in the passion and personal...
End-of-Year Estate Planning Checklist
As the year draws to a close, it's the perfect time to review your estate plan and ensure it's aligned with your goals and the latest tax laws. Proactive steps now can help minimize tax liabilities, maximize gifting opportunities, and set the stage for a smooth...
Legal Documents College Students Shouldn’t Leave Home Without
Preparing your child to leave for college is both exciting and daunting. After paying the enrollment deposit, completing the dorm application, and buying that first official college sweatshirt, it may feel like everything is set. But there's one critical area that...
The Proper Planning Mix for Blended Families, Continued
In our previous blog, we discussed the general challenges of estate planning for blended families. Now, let's explore specific types of trusts that can help ensure your assets are distributed according to your wishes while protecting the financial well-being of your...
The Proper Planning Mix for Blended Families
Blended families bring joy, love, and a unique dynamic—but they can also present significant challenges when it comes to estate planning. Balancing the interests of a current spouse, mutual children, and children from a previous marriage requires careful planning to...
Duncan Legal, PC Update: How the 2025 Social Security Cost of Living Adjustment (COLA) Impacts Your Estate Planning
In estate planning, it's vital to stay on top of financial changes that may influence your long-term plans. The Social Security Administration (SSA) recently announced the 2025 Cost of Living Adjustment (COLA) that affects Social Security benefits and Supplemental...
Duncan Legal, PC: How to Cash in on Your Home (Without Moving Out!)
As the cost of living rises, many older Americans are finding that their retirement savings don't stretch as far as they once anticipated. If you're exploring ways to supplement your income without selling your home, a reverse mortgage could be a viable option. At...
What is Probate (and Can I Avoid It)?
At Duncan Legal, PC, we know that the probate process can seem overwhelming, especially during a time of loss. Probate is a legal procedure that occurs after someone passes away, designed to ensure their assets are distributed according to their wishes and applicable...
The Essential Role of a Trustee in Estate Planning
At Duncan Legal, PC, we understand how important it is to ensure that your estate plan is executed according to your wishes. One of the key components of an effective estate plan is selecting the right Trustee. A Trustee is the individual or entity appointed to manage...
Choosing Green Burials and Eco-Friendly Estate Planning
In lieu of flowers, please… is a phrase that's becoming more frequent in obituaries, reflecting a shift towards honoring loved ones through charitable donations instead of floral tributes. As awareness of environmental issues grows, many are looking for ways to...
