Managing an estate can be time-consuming and stressful, and often involves tax issues and the probate court.
Managing an Inheritance Like a Pro Might Take a Pro
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Estate Planning
Best Benefits for Military Members and Their Families
Advising military veterans and their family members is an important aspect of estate planning and elder law.
Proper Estate Plans Should Remain Unknown
The death of Colts team owner Irsay gave rise to speculation about the taxes that might be due on his estate….
Lending and Gifting to Help, Not Enable
Intra-family loans can be a good planning tool, in addition to helping provide assistance to loved ones. However, caution is in order, to avoid both tax problems and interpersonal misunderstanding.
Knowing When to Say “When”
Fear and hesitation to sell your company may prevent effective planning and lead to missed opportunities.
Estate Planning for the Single Guy or Gal
A common misconception is that estate planning is necessary only for those with children ad with significant assets. There are important reasons for single individuals to prepare an estate plan.
When Real Estate is a Big Part of Your Estate
When real estate property is part of an inheritance, there are unique issues to anticipate when planning an estate….
Passing on Wisdom Along with Wealth
Your philosophy is an important part of your legacy; wisdom, as well as wealth, can be passed along to the next generation….
Another Estate Planning Cautionary Tale in the News
Two recent articles in the news reporting family businesses that had to close for lack of a successor highlight the need for business succession planning…
In Estate and Wardrobe Planning, Only Time Takes the Guesswork Out
As is true in wardrobe planning, both taking stock and looking ahead, “swapping and adding” elements to an estate plan are needed.
