Blog

When you think of estate planning, you might think of creating a will or a living trust to distribute your assets after your death. But beneficiary designations are also an important part of estate planning, and one that is often overlooked. If you h… Read More

As the saying goes, “You can’t take it with you.” But when it comes to leaving your property to others, there are a variety of ways to do it—some of them easier than others. One option is a “transfer on death” (TOD) deed. As the name sugg… Read More

As estate planning attorneys often tell clients, your estate plan is not “set it and forget it.” It reflects your assets, goals, and needs at the time you create it. But let’s face it: life changes. We marry and divorce. Family members are born… Read More

For many people, the largest asset they own is their home or other real estate. One question we often receive from clients is whether they should put an adult child or other family member “on the deed” to their property to make estate planning si… Read More

A piece of federal legislation called the Corporate Transparency Act (CTA) went into effect on January 1, 2024. This law is intended to prevent illegal activity such as tax fraud, money laundering, and other financial crimes. The CTA aims to achieve… Read More

If you’ve made an estate plan, or even just called a lawyer to get the process started, congratulations! You’re already ahead of the majority of American adults: roughly ⅔ of them do not have an estate plan. But just making an estate plan is on… Read More

Family Business Succession Planning A family business is more than a source of income. It can also be a source of connection, a source of pride, and a legacy to hand down to future generations. But like passing the baton in a relay race, the successf… Read More

You can’t take it with you—so you need to choose someone to manage it for you when you’re gone. That person is the personal representative of your estate, sometimes referred to the executor (if you had a will) or the administrator (if you didn�… Read More