Welcome to Estate of Mind… HWK’s blog focusing on estate matters

Whether you’re new to estate planning or looking to update your current strategies, our blog offers insights, practical advice, and the latest updates to help you make informed decisions. Explore topics ranging from wills and trusts to tax implications and asset protection, all designed to empower you, safeguard your loved ones’ future, and put you into an estate of mind.

Our blog content is not legal advice but rather general information. Please consult with our legal professionals for personalized advice.

If You Own Any of These Assets, You Need to Watch Their Value

As we begin 2024, it is crucial to review estate planning goals and strategies that may be affected by changes in the federal estate tax exemption law. At the end of 2025, the Tax Cuts and Jobs Act (TCJA) the estate tax exemption, which is $10 million, adjusted for inflation, may revert to the...

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Case Study: How Concerned Should You Be about Estate Tax Issues?

If you have significant wealth, you may be exposed to future estate tax issues and burdens that must be acted on before the Tax Cuts and Jobs Act reduces the estate tax exemption in 2026. Developing and implementing the right estate planning and tax strategies takes time. You may need to prepare...

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Why You Might Have an Estate Tax Issue Soon

The Countdown Begins: Will We Keep the $10 Million Exemption? The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation. The Tax Cuts and Jobs Act (TCJA) in 2017 significantly increased the federal estate tax exemption to $10 million adjusted for...

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How Your Financial and Estate Planning Team Has Your Back

Comprehensive estate and financial plans are not just for the wealthy. Anyone who cares for a person or cause and who wants to provide for the person or cause after they die can benefit from such plans. Along with comprehensive estate and financial plans comes a team to help you create, manage,...

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The Lesson Plan for Your Estate

We thank you, teachers, for your time and dedication to teaching the future generation. You provide the foundational knowledge necessary to ensure the success of tomorrow’s leaders. We are here to make sure you have the foundational estate planning documents to ensure your own successful future....

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How to Own Your Real Estate

Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The ideal form of ownership varies depending on the type of real estate you own. Below, we take a look at the different types of real estate and offer advice about the...

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Thirteen Estate Planning Terms You Need to Know

Estate planning—it is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing guardians for minor children,...

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Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you can be taken care of during times when you are unable to care for yourself, and (ii) your money and property are distributed to the individuals you have selected...

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