Corporate Transparancy Act
Oct 28, 2024
BOIR filing with FinCEN Filing your BOIR under the Corporate Transparancy Act. I continue to see countless clients who either are not aware of this new law, or (incorrectly) assume it doesn’t apply to...
See Full Guide
Petition for Year's Support: What is it? When is it used? Why would you use it?
Aug 16, 2018
A petition for Year's Support is a proceeding in probate court regarding a decedent's estate. It is sometimes used instead of one of the other common procedures to administer an estate or probate a Wi...
See Full Guide
PRENUPTIAL AGREEMENTS: Domestic planning tool, estate planning tool, or asset protection tool?
Nov 29, 2017
A prenuptial agreement, also known as an antenuptial agreement, is a written agreement or contract between parties prior to entering into a marriage. The underlying purpose is to define the rights tha...
See Full Guide
Trusts Are NOT just for the wealthy! 7 common situations where trusts are used by the average person
Oct 17, 2017
When you hear the term "trust", or hear someone talking about setting up a trust, or having a trust, or being a trust beneficiary, what thought comes to mind? That the person must be wealthy, right? W...
See Full Guide
ESTATE PLANNING AND MEDICAID PLANNING (Two different things, or one and the same?)
May 11, 2017
Estate Planning, when done properly, can be much more than just a Will and a power of attorney. It can include trust planning, asset protection planning, and Medicaid planning. In fact, accomplishing ...
See Full Guide
Pitfalls and Dangers in Estate Planning: Beneficiary Designations
Apr 13, 2017
The most frequent problem areas in beneficiary designations as part of an estate plan. 1. Listing a co-owner/beneficiary on a financial account. We'll start with this one, because it is the most commo...
See Full Guide
8 Common myths about Last Wills and Testaments.
Jan 09, 2017
Addressing, answering, or dispelling some common misconceptions about Wills, or about not having a Will. Myth #1. If I don't have a Will, the State will get my property. Well, the good news is that t...
See Full Guide
Did you really intent to disinherit your spouse? (The importance of reviewing older Wills!)
Nov 08, 2016
The use of a credit shelter or bypass trust, especially in older Wills, and especially in second marriage situations, can have devastating consequences under more recent tax laws if your Will has not ...
See Full Guide
Using a "credit shelter" or "bypass" trust: a good thing or a terrible (tax) mistake?
Nov 08, 2016
The use of a credit shelter trust, utilizing a decedent's federal exemption amount, is common. However, it is not always the best decision in light of changes in the federal estate tax laws that occur...
See Full Guide
Estate Planning for Parents of Special Needs Children
May 13, 2016
a summary of considerations in estate planning for parents of special needs children. Prelude Special care must be given to planning for a special needs child. "Special Needs", for our purposes, mean...
See Full Guide
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
The Avvo Rating explained
The Avvo Rating explained