When you have left the estate of someone who has passed away, you have a lot of things to think about. You probably are not aware that you might run into issues with accounts that you do not have access to. This is a very common issue that can crop up when an estate...
Safety deposit boxes can seem like a thing of the past. Many people associate this kind of storage method with their parents or grandparents. This is not entirely the case, however. There are some really important reasons to store specific items in a safety deposit...
It’s only a matter of time before the proposed federal estate tax legislation takes effect on estate planning strategies. You’ll probably not have read the 881 pages of the legislation or the House Budget Committee’s Report by January 1, 2022, when...
Same-sex Marriages, Domestic Partnerships, and Civil Unions: Interchangeable or Distinct? The ways of living that we’ve been accustomed to over the years are constantly changing. One area of impactful change is marriages. In the US today, what’s classified...
While you may expect to avoid the hassles of probate after your death by giving your home to your son or daughter, there often turns out to be many pitfalls that could potentially put you and your heirs through significant hardships. In this second installment of...
As a partner in a growing business, having a buy-sell agreement in place is a top priority in case you or your partner should pass away. As an exit strategy, it not only protects your business from uncertainty on how to carry on after the death of an essential company...
