As many of you know, we handle important personal injury cases that frequently have large settlements for the clients. Being an estate planning and estate…
Nothing is worse than having your estate planning attorney advise you one way then change their mind the next. Well, we are doing it again.…
I have addressed this in prior blog posts but it bears revisiting this topic since this comes up frequently in my meetings with clients. The…
Business succession planning is the process through which new owners are identified to replace the current owners when they leave, retire or pass away. New…
Believe it or not the answer is yes. Okay, some very brief background. ERISA, i.e. 401(k) plans, are known to be pretty solid creditor protections…
This is a pretty common question. I think there is a lot of misconceptions that an inheritance is taxable. For the most part it is…
Although many websites such as LegalZoom offer online estate planning services, however, they almost always fall short in catering to a person’s needs. In other…
When you assist your clients with their estate plans you not only assist them with obtaining their estate planning documents, but also get to see…
Recently Arizona passed a law that greatly increases individuals’ ability to control what happens to their digital assets after they die. This has been passed…
Not really according to a new survey from TD Wealth. The survey found that 44% of estate planning professionals cite family fights as the biggest…