Category: Estate Planning

Overcoming Small Business Challenges through Operational Strategies

Overcoming Small Business Challenges through Operational Strategies As with so many things in life, some of the same qualities that help small businesses succeed, can also lead to their demise. Fortunately, much of that risk can be lessened through operational excellence. For example, the owners and managers of small businesses often know each other before [..]

Read More

How to Fund Your Trust to Avoid Probate

How to Fund Your Trust to Avoid Probate A common estate planning mistake many people make is not ensuring the trust you have created holds all your assets.  Unfortunately, most lawyers simply do not make sure this is properly handled for their clients, so if you’ve worked with any law office other than ours, you [..]

Read More

Donate Appreciated Assets to Charity Instead of Selling Outright For Tax and Income Benefits Using a Charitable Remainder Trust

Donate Appreciated Assets to Charity Instead of Selling Outright For Tax and Income Benefits Using a Charitable Remainder Trust   If you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder trust (CRT) to avoid income and estate taxes—all while creating a [..]

Read More

The Key Differences Between Wills and Trusts

The Key Differences Between Wills and Trusts When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing on assets to heirs for hundreds of years. But wills aren’t your only option. And if you rely on a will alone to pass on [..]

Read More