Posted on: July 26, 2023
A primary goal of most married couples when contemplating basic estate planning documents is to ensure that the surviving spouse, and commonly, the couple's children and grandchildren, are supported financially.
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Posted on: July 25, 2023
The family vacation home is often a point of pride, a place for reconnecting and making memories. A vacation home, whether it’s in the mountains, near the sea, on a lake, or on a farm, can have sentimental as much as economic value.
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Posted on: July 24, 2023
According to the Alzheimer’s Association, 59% of Alzheimer’s caregivers and 41% of non-Alzheimer’s caregivers report their emotional stress as high or very high.
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Posted on: July 23, 2023
The “step-up” in basis has to do with the calculation of the capital gains on the sale of property.
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Posted on: July 20, 2023
An individual’s belongings—jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan. While a book lover could gift certain books to a beneficiary in a will, they may leave behind other books that the family must decide what to do with. The family’s first inclination when encountering piles of old books might […]
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Posted on: July 19, 2023
There are some significant benefits of creating a living trust.
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Posted on: July 18, 2023
The family’s attorney and family office advisors should exercise caution in a marriage in which there are children from a prior marriage or other nonstandard family situations.
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Posted on: July 17, 2023
This sunsetting creates a big imperative for business owners to take a closer look at tax planning, and not treat a grim fiscal inevitability like another unfortunate surprise.
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Posted on: July 16, 2023
All business owners will have to exit their business either through retirement or undertaking a new endeavor. Some will leave it to a successor, while others will sell. Regardless of what you choose to do, it is never too early to start planning.
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