Insights

Useful guidance for the decisions families put off.

Plain-language articles from Mackintosh Law on wills, trusts, incapacity planning, retirement accounts, and protecting the people you love.

Estate planning notes and documents
Young Families

A Gift to Your Children

A will is one of the most meaningful ways parents can choose guardians, protect an inheritance, and give a family a clear plan.

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Planning

End of Year Planning for Young Families

Life changes quickly. A thoughtful year-end review can keep guardians, beneficiaries, savings goals, and essential documents aligned.

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Retirement Planning

Are You Getting the Most from Your Retirement Accounts?

An archived look at retirement-account beneficiaries, family protections, and the role a trust can play in a broader estate plan.

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Estate Planning

Choosing an Estate Planning Specialist

A complete plan coordinates executors, guardians, beneficiary designations, trusts, financial authority, health care wishes, and even pet care.

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Young Families

New Baby on the Way? It’s Probably Time to Update Your Will

A new child is a reason to revisit guardians, the people managing an inheritance, and the documents that help your family prepare.

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Incapacity Planning

The Sandwich Generation Planning Recipe

Powers of attorney, living trusts, and advance directives help families prepare for financial and health care decisions before a crisis.

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Estate Tax

What You Need to Know About the Estate Tax and the Gift Tax

An archived introduction to estate and gift taxes. The original article includes historical figures; current tax limits require a separate review.

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Wills

When Indecision Becomes a Decision

Without a plan, state law and public court proceedings can make decisions that may not match what you would choose for your family.

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A plan worth finishing

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