Planning for Healthcare is an Important Part of your Estate Plan.
March 8, 2024
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The most important part of your estate plan isn’t about taxes, investments, gifts, or other financial issues.
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What Is the Purpose of a Living Trust?
February 23, 2024
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A living trust (also called a revocable trust or revocable living trust) can be beneficial to a much broader group of Americans than most people expect.
How Do You Stop Family Fights over Inheritance?
February 11, 2024
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A highly successful estate-management strategy for avoiding inheritance disputes is to make a meticulously detailed and legally sound will.
Your Business and the Corporate Transparency Act
February 7, 2024
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A new federal law, the Corporate Transparency Act (CTA), effective Jan. 1, 2024, impacts almost all limited liability companies (LLCs) and small corporations in the United States. Businesses now have new reporting requirements annually, and these changes may lead to new challenges for small and family business owners. This article provides an overview of the new reporting requirements…
What are the Federal Gift and Estate Tax Exemptions for 2024?
February 1, 2024
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The federal gift, estate, and generation-skipping transfer (GST) tax exemptions and the annual exclusion from gift tax are historically high due to a temporary increase under the Tax Cuts and Jobs Act.
Can You Completely Avoid Probate?
January 19, 2024
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Many people want to learn how to avoid probate so their heirs don’t have to cope with these legal proceedings during a stressful time of grief after a death.
Passing the Torch: Innovative Strategies for Seamless Family Business Succession
January 8, 2024
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Family business succession planning is a critical and often challenging process for many family-owned businesses. The goal of a successful succession plan is to ensure a smooth transition of the business to the next generation, preserving the legacy and values that have been built over the years…
How Does a Living Trust Protect Your Legacy
December 13, 2023
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A living trust won’t be for everyone. However, it can provide big benefits for some. Many people use a living trust for one big reason: avoiding probate. However, there are other reasons you should seriously consider.
Can You Successfully Disinherit a Family Member?
November 30, 2023
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If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything?
Estate Planning can Protect Beloved Pets
November 21, 2023
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Estate planning, once limited to human beneficiaries, has now extended to include beloved pets in order to provide for their well-being after the owner’s death.
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