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A Japanese Garden: Demystifying Probate and the Executor's Role

Demystifying Probate and the Executor's Role

Posted on: March 25, 2024
When creating a last will and testament (commonly known as a will), one of your most important considerations is who to choose to serve as the executor (also called a personal representative) of your estate. As the name implies, the role of the executor is to execute the instructions you provide in your will. You […]
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a verdant tree by water: Avoid These 3 Mistakes When Choosing a Successor for Your Business

Avoid These 3 Mistakes When Choosing a Successor for Your Business

Posted on: March 21, 2024
Selecting the individual to lead your business after you step down is a huge decision. There are several common mistakes business owners make when choosing a successor. It's not merely about finding someone who mirrors your personality or whom you favor personally. Instead, the crux lies in identifying a successor with the right qualifications, vision, […]
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vacant wedding alter: Till Death or Divorce Why You Need to Plan Now for Your Relationship's End

Till Death or Divorce: Why You Need to Plan Now for Your Relationship's End

Posted on: March 18, 2024
After the excitement of Valentine's Day fades away and the last indulgence of chocolate is savored, we must focus on a topic that may not be as thrilling as the idea of everlasting love: the reality that all relationships end one day. Before you stop reading, hear me out. Whether it's a breakup, divorce, or […]
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How the Corporate pack of wolves in winter: Transparency Act (CTA) May Impact Your Estate Plan

How the Corporate Transparency Act (CTA) May Impact Your Estate Plan

Posted on: March 7, 2024
Starting on January 1, 2024, under a new law called the Corporate Transparency Act (CTA), owners of certain business entities must file a report with the federal government, including details regarding the ownership of their entity. The CTA was enacted to help combat money laundering, financing of terrorism, tax fraud, and other illegal acts. Suppose […]
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two coffee cups and a background of paris: Estate Planning for Expatriates

Estate Planning for Expatriates

Posted on: March 3, 2024
The United States hosts the highest number of immigrants globally, but increasingly, Americans say they are looking to relocate permanently to another country. Many wealthy Americans are also interested in buying real estate overseas and living there at least part-time. This trend raises the issue of estate planning for expatriates. While moving overseas is often […]
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older woman holding wild flowers: Changes for Medicare in 2024

Changes for Medicare in 2024

Posted on: February 29, 2024
In 2024, Medicare continues to expand its covered medical services while attempting to maintain affordable pricing for coordinated care among doctor and hospital visits, prescriptions, lab tests, imaging, and more. But each year, millions of enrollees face premium and deductible increases. In 2024, Part B premiums will rise from the 2023 cost of $164.90 to […]
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view of austin skyline: Understanding Medicaid Crisis Planning for Parents in Austin A Strategic Guide

Understanding Medicaid Crisis Planning for Parents in Austin: A Strategic Guide

Posted on: February 26, 2024
As parents, we inherently understand the need to shield our children from the uncertainties of life. However, one aspect often overlooked in our protective measures is Medicaid crisis planning. This is especially crucial for Austin's professionals, who, adept at managing their careers and day-to-day challenges, may find themselves unprepared for a health crisis that could […]
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modern luxury home: AN INTRODUCTION TO ASSET PROTECTION PLANNING

AN INTRODUCTION TO ASSET PROTECTION PLANNING

Posted on: February 22, 2024
Almost everyone knows someone who had a problem and has lost everything. With our litigious society, with limited risk for those making liability claims, asset protection planning has become required for many and highly desirable for many more. Lawsuits can, for example, allege professional liability, responsibility for a car accident, or unpaid creditors. Whether legitimate […]
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Lincoln Memorial: Presidential Estate Planning Lessons

Presidential ESTATE PLANNING LESSONS

Posted on: February 19, 2024
February 19th is the day we celebrate several US presidents who made noteworthy contributions to our country. As with any discussion that involves politics, a discussion about US presidents risks generating a variety of opinions about which reasonable minds can disagree. However, politics is not the focus of this blog post. Instead, we aim to […]
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