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Estate Planning for Second Marriages

If you are getting remarried, you obviously want to celebrate. However, it is also important to focus on less exciting matters, like redoing your estate plan.

Posted on: August 9, 2023

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Who Received the Late Eagle Glenn Frey’s Estate?

As the Eagles ready themselves for a farewell tour that spans two months in late 2023, it's hard not to think about their late guitarist Glenn Frey who passed away in January 2016.

Posted on: August 3, 2023

Should My Kids Get an Equal Inheritance?

Children are treated fairly when it comes to inheritance. But “fair” doesn’t always mean “equal,” especially if your family situation or assets are complicated. In some circumstances, giving kids equal inheritances may not be the best option.

Posted on: August 1, 2023

Married Couples can Use Estate Tax Exemptions in Estate Planning

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.

Posted on: July 28, 2023

Can You Keep a Vacation Home in the Family for Generations?

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.

Posted on: July 26, 2023

What Happens to Digital Assets on Death?

If you haven’t properly accounted for these things, your heirs may not be able to access these assets when you’re gone.

Posted on: July 20, 2023

Who Pays Taxes, the Estate or Heirs?

The heirs of an estate can be liable to pay the estate or income taxes (and perhaps other obligations) of the estate.

Posted on: July 18, 2023

How Do Beneficiary Designations Work?

When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s time for a review!

Posted on: July 6, 2023

How Estate Planning Transfers Business Interest with Limited Liability Companies

An LLC is a particularly flexible form of business entity that is governed by statute and most often is organized in the estate planning context as a ‘manager managed’ LLC.

Posted on: July 4, 2023

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Estate Planning Includes More Than a Will

The term ‘estate planning’ conjures specific ideas about leaving assets to heirs, fighting over Mom’s jewelry and lengthy entanglements with the probate court.

Posted on: June 29, 2023

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