When used appropriately, disclaimers can be a big help in saving taxes for heirs.
Heirs Who Just Say No, Thank You
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estate and tax planning
Second-to-Die Insurance Solves Several Estate Planning Problems
Second-to-die insurance solves a number of estate planning problems for couples, preserving assets and assisting in business transfers.n
Plan to Start the Year With an Updated Estate Plan
Updating your estate plan should be one of your New Year’s resolutions – here’s why….
Estate Planning Attorney Advises What and What Not to Say to Grievers
Comforting ciients who’ve lost a loved one is challenging, but it is important to help others cope with grief.
World Kindness Day – a Reminder of the Kindest Thing of All
World Kindness Day reminds us that having an estate plan is one of the greatest kindnesses you can perform for loved ones.
When Is It a Good Idea for a Trust to Own Your Home?
It’s important to plan specifically for what will happen to your home after you die.
Selling a Business Has to Work on All Fronts
Selling a business involves many considerations, including doing the right thing for employees, partners, and family members.
Savvy Business Owners Think About the Unthinkable
Business owners need to anticipate future contingencies and insure against risks in order to protect both family members and co workers.
Your Own or Your Children’s, Divorce Can Do a Number on an Estate Plan
Divorce definitely impacts many aspects of your estate plan, whether it’s your own or that of an adult child. Here are some precautionary measures to include in your estate plan…
Don’t Bequeath a Device Without Operating Instructions
Adult children need to be included in discussions of your estate plan, if for no other reason than that. each needs to be willing and able to perform the duties assigned, and the location of your documents.
