Estates and Trusts

Three Essential Steps to Business Succession Planning: Step 1

Nov 15 2021

What is business succession planning? If you have been actively involved throughout your career in building your business and overseeing its continued success, thinking about retirement can call for answers to difficult questions. Your situation may involve a child who … →

Posted in Business Succession Planning, Estates and Trusts, Legal Watch

Estate Planning Documents: An Overview

Sep 27 2021

We have compiled a list of the minimum statutory requirements for the critical estate planning documents. In addition, our attorneys make recommendations for additional steps to take in executing each document. Last Will and Testament What is a Last Will … →

Posted in Estates and Trusts

Estate Planning After Divorce: Don’t Forget to Protect Your Assets!

Jul 21 2021

Your divorce is over. Your marital property has been divided, and you know what assets are yours. You are exhausted yet relieved that the process is finally over. It’s time to relax and recover, right?    Estate planning after divorce is often neglected. It is so easy to become wrapped up in the emotion of the process … →

Posted in Estates and Trusts, Family Law, Legal Watch

Healthcare Power of Attorney MUST Be on Your College Checklist

Jul 12 2021

Are Powers of Attorney on Your College Checklist? As one of the many families getting ready to send a child off to college in the next few weeks, you and your son or daughter likely have a long list of … →

Posted in Estates and Trusts, Legal Watch

A Look into the History of Pride and (Tax) Prejudice

Jun 30 2021

While taxes might not be the first topic that comes to mind when someone mentions Pride Month, taxes were exactly the issue at hand when the Supreme Court held that federal level discrimination against same-sex spouses violated the Due Process … →

Posted in Estates and Trusts, Legal Watch, LLG News

What Happens if I Die Without a Will?

Jun 10 2021

Most people intend to have a will in place when they die, but many never get around to drafting one and eventually pass with no formal estate plan in place. If you die without a will, the intestacy laws of … →

Posted in Estates and Trusts, Legal Watch

How Much Can I Gift? A Guide to Gifting and Taxes

May 06 2021

Are you planning to give a special gift to a deserving graduate? Are you curious about the tax consequences of that gift? The Internal Revenue Service provides regulations regarding the definition of a gift, how much one person may gift, … →

Posted in Estates and Trusts, Legal Watch

10 Reasons To Update Your Estate Plan

Mar 11 2021

If you have never created an estate plan, it is absolutely something to strongly consider. An estate plan provides protection for your assets and gives you a say in how your assets transfer at the time of your passing. Passing … →

Posted in Estates and Trusts, Legal Watch

Non-Traditional Families Should Have an Estate Plan – Here’s Why

Jan 22 2021

Regardless Of Your Family Structure – Estate Planning Ensures Everyone Can Inherit According To Your Wishes Families come in all shapes and sizes, and regardless of your family structure, your loved ones can and should be provided for in the … →

Posted in Estates and Trusts, Legal Watch

Why You Are Not Too Young, Poor, Or Healthy For Estate Planning

Nov 12 2020

5 Reasons To Create An Estate Plan — Regardless Of Your Age, Health, or Wealth You’re not too ____ for an estate plan. Fill in the blank. Many young people, including young professionals and young families, believe that they are too … →

Posted in Estates and Trusts, Legal Watch