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Setting Up a Succession Plan for Your Business
Once you’ve become comfortable with the idea that you want your business to continue after you’re no longer around, you
Unmarried Partners: Tax and More
There are many reasons why two people stay together but don’t marry: family, profession, religion, a messy divorce history. Although
What Do Trusts Really Cost?
What does a trust cost? You must consider both the initial charges for creating the structure and the subsequent ongoing
The Eternal Question: Standard vs. Itemized
With tax time coming, you will need to ask yourself: Do I itemize my deductions or do I accept the
A Close Look At a Trustee’s Duties
Julius Caesar’s wife was not a trustee, but she was (rather unfairly) expected to act like one. When she rebuffed
Long-Term Advantages of Home Ownership
There are two big tax benefits you get when owning a home: You can deduct the mortgage interest that you
How to Choose the Right Probate Lawyer
Maybe you have been named executor in a will. Or, for an added wrinkle, suppose there is no executor, or
What Happens When You Don’t Trust Your Trustee – Part I
Estate Plans use both revocable and irrevocable trusts for a myriad of reasons. Regardless of the type of trust created,
The Not-So Transparent Corporate Transparency Act
As part of the National Defense Authorization Act for the Fiscal Year 2021, Congress enacted the Corporate Transparency Act (the
The View from Heckerling
Last week, I attended the 57th Annual Heckerling Institute on Estate Planning (“Heckerling”) held in Orlando, Florida. Nationally renowned speakers take
What You Need to Know About SECURE Act 2.0
It might be appropriate to say that Christmas came early for retirement advisors and consumers in 2022 when Congress passed,
Guiding Trustees To Interpret Your Wishes
A trust is usually intended to be regarded as an instrument with a longer term than that of a will.
Burning the Midnight Oil
Keeping bankers’ hours used to mean working the shortest possible day, with reference to banks’ traditional operating hours from 10
How To Handle Intangible Assets
Intangible assets have long existed — rights such as copyrights, leases and government subsidies — but other electronic properties are
What Are the Different Types of Trusts?
Trusts are used in estate planning to transfer assets to beneficiaries. Trusts have some advantages over wills, including skipping probate.
Fertilize Your Portfolio With Farming Products
Farmland is arguably one of history’s oldest investment sectors, but it is now time for investors to freshen up and
How To Create a Business Succession Plan
There is an unbelievable number of companies across a wide array of industries, which may lead you to believe that
It’s Almost Tax Time: Review Your Situation
Tax law is never simple. But you can prepare for your April 15 reckoning by reviewing the past year and
New Law Ushers in Major Retirement Changes
There’s been buzz about new retirement plan provisions for weeks, and now they’re final, bringing about changes to various federal
When Smart Money Acts Dumb: Lessons From FTX
When the FTX exchange collapsed and filed for bankruptcy in November 2022, reverberations rippled across the cryptocurrency universe. Investors across
