The Complexities of Co-Owning a Vacation Home

Explore the benefits and challenges of co-owning a vacation home, and how an estate planning attorney can help prevent potential disputes.

March 26, 2024

The Estate of The Union Season 3|Episode 3 is out now!

The Estate of The Union Season 3|Episode 3 is out now! Taxes come in all favors. Sales taxes, excise taxes, capital gains taxes, etc. We

March 21, 2024

Business Owners needs Succession Planning

There are two sides to a succession plan. One is for the operation of the company, and the other is for the ownership of the deceased owner’s share.

March 14, 2024

Use Qualified Disclaimer to Avoid Inheriting IRA

If the strategy is executed properly, an individual can disclaim interest in an inherited IRA and avoid any of the gift and income tax consequences associated with receiving the property.

March 5, 2024

Bypass Trust is a pivotal Estate Planning Tool

If you’re considering a bypass trust as part of your estate plan, consulting with an experienced estate planning attorney is essential. They can help you understand if a bypass trust is the right option for your situation and guide you through the process of setting one up.

February 28, 2024

Endowed Scholarships create an Important Legacy

Discover the transformative power of endowed scholarships in estate planning. Plan to create a lasting legacy while providing invaluable support for students. From the endowment process to managing tax implications, this article offers insights and strategies for making a meaningful impact.

February 15, 2024