Resources
Revocable vs. Irrevocable Trusts: What are the Key Differences?
Revocable vs. Irrevocable Trusts: What are the Key Differences? When it comes to estate planning, trusts are powerful tools that can help manage and...
Special Needs Trust: What You Need to Know
Special Needs Trust: What You Need to Know Planning for the future care and financial stability of a loved one with special needs can be a complex...
Understanding Holographic Wills: What You Need to Know
Understanding Holographic Wills: What You Need to Know A holographic Will is a unique form of Last Will and Testament, distinguished by its...
General Durable Power of Attorney and Health Care Power of Attorney: What You Need to Know
General Durable Power of Attorney and Health Care Power of Attorney: What You Need to Know When planning for the future, establishing a power of...
Incorporating Charitable Giving into Your Estate Plan
Incorporating Charitable Giving into Your Estate Plan Incorporating charitable giving into your estate plan is a meaningful way to support causes...
Understanding Probate
Understanding Probate Probate—a term often associated with legal complexities and delays in estate settlement—plays a significant role in the...
A Series LLC: The Benefit in Real Estate Investing
A Series LLC: The Benefit in Real Estate Investing The world of real estate investing can be complex, especially when it comes to managing multiple...
Embracing the Future: Why Digital Assets Matter in Estate Planning
Embracing the Future: Why Digital Assets Matter in Estate Planning In an increasingly digital world, our lives are intertwined with an...
Understanding the IRS Decision: Waiving Mandatory Withdrawals from Inherited IRAs
Understanding the IRS Decision: Waiving Mandatory Withdrawals from Inherited IRAs In a move that could significantly impact individuals inheriting...
Ensuring Your Furry Friends’ Future: A Guide to Estate Planning for Pets
Ensuring Your Furry Friends' Future: A Guide to Estate Planning for Pets Pets hold a special place in our hearts, becoming cherished members of our...
Gift Giving by Business Owners: Tax Considerations
Tax Considerations for Business Gift-Giving As the holiday season approaches, gift-giving is on the minds of many business owners. But there are...
New Small Business Entity Beneficial Ownership Reporting Guidelines for 2024
[GRAPHIC FROM FINCEN.GOV] Are you a small business owner with less than 20 full time employees? Then this might apply to you! Make sure you check...