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Holidays Can Spark Estate Planning Discussions

It’s the holidays, and you’re likely planning on spending time with friends and family as a part of your celebrations. While you’re all together, family ...
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Heirs and Beneficiaries: What is the Difference?

When a person dies, it’s common to casually refer to his or her survivors as ‘heirs.’ However, when it comes to determining a survivor’s legal ...
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BOI Reports Due 1/1/2025 for Most Small Business Owners

The Corporate Transparency Act (CTA) went into effect on January 1, 2024. The CTA aims to prevent individuals from maliciously and intentionally using U.S. entities ...
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Including Pets in Your Estate Plan

Pets provide companionship, devotion, and love, and many of us find great meaning and joy in sharing our lives with them. They truly are family ...
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How to Leave Vacation Real Estate to Your Heirs

How to Bequeath Vacation Properties  Summer is here, and vacation season is in full swing. Perhaps your family is enjoying their time at the beach, ...
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Mid-Year Estate Planning Checklist

We’re halfway through 2024, and it’s a good time to assess how well you’re meeting any estate planning goals you set at the beginning of ...
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Gifting to Graduates

Gifts of Money Planning monetary gifts carefully can help minimize possible gift tax, estate tax, and income tax consequences and maximize potential tax benefits. In ...
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What are the Taxes that Affect a Person’s Estate?

Tax season is over, but you may still have questions about taxes that affect estates and estate planning, including gift taxes, estate taxes, and income ...
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