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Estate Planning and Business Transition Considerations for Year-End Preparations

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, you have...

Should I Create a Life Estate?

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)...