You Need a Digital Estate Plan
For most people, pretty much everything they owned could be held, sorted and doled out by their estate lawyer. Today, that’s far less true.
February 21, 2023
Better to have a Revocable or an Irrevocable Trust?
Trusts are excellent vehicles for probate avoidance, ease of transition of funds to one’s beneficiaries upon death, asset protection planning and estate tax planning.
February 20, 2023
ABLE Accounts are a lifesaver for Special Needs Children
If you have a child or grandchild with disabilities, one of your biggest worries is what will happen when you are no longer around to provide aid.
February 16, 2023
The Estate of The Union Season 2|Episode 6 is out now!
The Estate of The Union Season 2|Episode 6 is out now! In the latest episode of Estate of the Union, Brad Wiewel is joined by
February 15, 2023
Benefits of Creating a Life Estate
Once you create a life estate, property rights vest in your heir.
February 14, 2023
What Is a Tax Reimbursement Clause?
Tax reimbursement clauses are a common clause in many trusts. Why are they used? Why are they important for you to understand?
February 13, 2023
Naming a Secondary Beneficiary is critical
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
February 10, 2023
Ideas to improve Business Succession Planning
A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.
February 9, 2023
Documents needed for Advance Care Planning
Depending on their medical condition, persons with dementia are often capable of making their own decisions regarding legal aspects, such as advance care planning.
February 8, 2023
Situations where Beneficiaries may pay Taxes on Life Insurance
When beneficiaries receive a payout from a life insurance policy, they typically don’t have to pay taxes. However, there are a few situations where a portion of the life insurance benefit is taxable to the beneficiary.
February 7, 2023