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What Happens to Stock Options when Someone Dies?

No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.

Posted on: July 27, 2022

What Is a Marital Trust?

If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.

Posted on: July 26, 2022

Can Estate Planning Reduce Taxes?

Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.

Posted on: July 26, 2022

What Does a Blended Family Need to Know about Finances?

When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.

Posted on: July 22, 2022

What Is Power of Attorney and Is It Important?

Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.

Posted on: July 21, 2022

What are the Advantages of a Business Trust?

Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.

Posted on: July 21, 2022

What’s Involved with Being a Trustee?

Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.

Posted on: July 21, 2022

Understanding the Issues of Elder Law

The three main areas of focus for elder law attorneys include health care, estate and tax planning and guardianship matters.

Posted on: July 18, 2022

Estate Planning Tips for Solo Seniors

So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.

Posted on: July 15, 2022

Do You Want to Be an Executor?

Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.

Posted on: July 14, 2022