Epps, Holloway, DeLoach & Hoipkemier, LLC

12/12/2024

This happy client is celebrating getting her estate plan done with Epps, Holloway, DeLoach & Hoipkemier! Come get yours done!

11/18/2022

https://blog.ehdhestateplanning.com/2022/11/what-is-the-purpose-of-a-guardian.html

“Few will argue that the most important time to have a will is when you are parents of young children.”

11/18/2022

https://blog.ehdhestateplanning.com/2022/11/is-spouse-automatically-your-beneficiary.html

“If the surviving spouse is a second or subsequent spouse and did not have any children with the decedent, the surviving spouse takes even less.”

11/17/2022

https://blog.ehdhestateplanning.com/2022/11/how-grats-can-transfer-wealth-across-generations.html

“Grantor-retained annuity trusts, or ‘Grats,’ are a wealth-transfer technique that shift investment growth out of an estate to heirs tax-free.”

11/16/2022

https://blog.ehdhestateplanning.com/2022/11/why-is-power-of-attorney-so-important-for-estate-planning.html

“Estate planning takes a lot of time, but another factor that needs to not be overlooked is having a power of attorney.”

11/15/2022

https://blog.ehdhestateplanning.com/2022/11/irs-announces-new-lifetime-and-gift-tax-exemptions.html

“The Internal Revenue Service Today announced new inflation-adjusted limits for 2023 that will allow well-off individuals to transfer much more to their heirs tax free during life—or at death.”

11/11/2022

https://blog.ehdhestateplanning.com/2022/11/estate-planning-for-different-ages-and-stages-of-life.html

“An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.”

11/11/2022

https://blog.ehdhestateplanning.com/2022/11/should-i-keep-beneficiary-designations-up-to-date.html

“Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k) or annuity?”

11/10/2022

https://blog.ehdhestateplanning.com/2022/11/what-happens-when-inheritances-are-unequal.html

“Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.”

11/09/2022

https://blog.ehdhestateplanning.com/2022/11/who-should-i-name-as-a-co-trustee.html

“Unlike a last will and testament, a revocable living trust is effective during your lifetime.”

11/08/2022

https://blog.ehdhestateplanning.com/2022/11/why-is-it-important-to-have-an-estate-plan.html

“The problem is that while you expect to die of old age, this is not always guaranteed–which may cause uncertainties in the way your assets are distributed.”

11/03/2022

https://blog.ehdhestateplanning.com/2022/11/top-10-success-tips-for-estate-planning.html

“Estate planning is one of the most important steps you can take for yourself and your loved ones.”