How Often Should I Update My Estate Plan?
- Estate Planning
Here’s When To Update Estate Plan Information With a Lawyer Once you create a will, trust, or other type of estate plan, it doesn’t mean you won ...
What Happens to Debts Left Behind by the Deceased?
- Estate Planning
If you’re paying off a mortgage, a car loan, or medical and credit card debts, you may wonder who will settle these financial obligations when you p ...
Minimizing Capital Gains Taxes on Real Estate and Investments: What You Need to Know
- Estate Planning
Real estate and other types of investments can play a central role in helping you grow your wealth. Unfortunately, they can also surprise you with sub ...
Purposeful Philanthropy: How a Charitable Remainder Trust Can Reduce Tax Burdens While Supporting the Causes You Care About
- Uncategorized
The charitable remainder trust (CRT) is easily one of the most versatile estate planning tools. It allows you to support charities you love, provide y ...
Breaking News: Big Update to Corporate Transparency Law
- Uncategorized
Most U.S. Businesses No Longer Need to Report Beneficial Ownership Info If you're a small business owner or help people form LLCs and corporations, y ...
Picking the Right Successor Trustee for Your Estate Plan
- Estate Planning
What Does a Successor Trustee Do? A successor trustee must legally act in the best interest of the trust and its beneficiaries. Their responsibilities ...
