What Is the Biggest Mistake People Make on Their Wills?
February 2, 2024
Have you managed to avoid the eight most common estate planning mistakes? Your family will thank you.
How Do You Plan a Business Succession?
January 31, 2024
Losing the founder or long-time owner of an enterprise can leave the business adrift and shatter family relationships. However, it doesn’t have to be that way.
What Should I Do to Get My Affairs in Order?
January 30, 2024
Making a plan in case you become incapacitated and preparing for your eventual death can help you to protect your assets and preserve your legacy.
What Is the Advantage of a Step-Up Basis for Estates?
January 25, 2024
The adjustment in basis is a crucial tax consideration–what can it mean for you?
Top 5 Estate Planning Nightmares You Can Avoid with a Will
January 24, 2024
In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…
Don’t Gamble with Your Future: Why Choosing the Right Estate Planning Attorney Matters
January 23, 2024
Estate planning: two words that encapsulate the entirety of your life’s work and the legacy you wish to leave behind. It is a profound yet often misunderstood aspect of personal finance and legal preparedness. As an experienced estate planning attorney, I’ve seen firsthand the turmoil and heartache…
What’s the Best Way to Manage an Inheritance?
January 19, 2024
Before you start spending your windfall, take some time to figure out your taxes, how you might invest and what your long-term plan looks like.
What Questions Should You Ask an Estate Planning Attorney?
January 18, 2024
Estate planning is not as simple as executing a will.
Taxes that Affect an Estate
January 17, 2024
Estate tax and inheritance tax significantly impact an estate’s value. Estate tax is levied on the estate’s total value at death before distribution to beneficiaries. In contrast, inheritance tax is imposed on the beneficiaries based on the value of assets received. Understanding these taxes is critical for effective estate planning…
Make a New Year’s Resolution to Do Your Estate Planning in 2024
January 16, 2024
Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…