by amanda | Oct 15, 2023 | Uncategorized
There are two ways in which your assets pass upon your death: (1) by operation of law to designated beneficiaries (IRA, life Insurance, etc.), pursuant to an agreement (a living trust agreement) or as joint owners with rights of survivorship, or (2) through the...
by amanda | Oct 14, 2023 | Uncategorized
Effective January 1, 2024, a sweeping anti-financial crimes law – the Corporate Transparency Act – will affect every small business. Read More
by amanda | Oct 12, 2023 | Uncategorized
Effective consultations are the cornerstone of a successful estate planning practice. Unfortunately, many attorneys fall into the trap of educating versus consulting. Read More
by amanda | Oct 11, 2023 | Uncategorized
Any estate planning professional will tell you everyone should have an estate plan. But we also understand that the whole process can feel a bit daunting-finding an estate planning attorney, getting organized, making decisions that will impact your loved ones, and...
by amanda | Oct 9, 2023 | Uncategorized
As we enter the homestretch of 2023, it’s the perfect time to reexamine plans and action items. There are plenty of items to address, and it’s best to do so sooner rather than later. When you review year-end estate planning or business transition concerns,...
by amanda | Oct 7, 2023 | Uncategorized
What Is a Life Estate? Life estates are most commonly used with real estate and are created by the owner of the property. If you own your home, you are considered the life estate tenant. As the life estate tenant, you may convey your property to another individual(s)...
