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Estate Planning for Surviving Spouses

Estate Planning for Surviving Spouses

After losing a spouse or longtime partner, it’s difficult to look past your grief. However, it’s crucial to understand the important and timely decisions you must make regarding your finances and personal estate plan.

Why Small Business Owners Need an Estate Plan

Why Small Business Owners Need an Estate Plan

Running a small business can keep you busy, but it should not keep you from creating an estate plan. Not having a plan in place can cause problems for your business and your family after you are gone.  

While an…

Managing Family Wealth and Minimizing Taxes

Managing Family Wealth and Minimizing Taxes

For high-net-worth families, many legal strategies are employed to preserve wealth and minimize taxes. However, tax laws continually change and can impact new and existing estate plans. For example, the SECURE and SECURE 2.0 Act presents some challenges and opportunities…

Trusts for Grantor-Retained Income

Trusts for Grantor-Retained Income

It is common for people to seek wealth transfer and estate planning strategies that not only preserve their assets but also benefit them financially during their lifetimes. One such strategy is the grantor-retained income trust (GRIT). GRITs offer a unique…

Incorporating Cryptocurrency Into Your Estate Plan

Incorporating Cryptocurrency Into Your Estate Plan

When it comes to digital assets, traditional estate planning elements are mostly obsolete. Crypto-assets may comprise significant individual wealth in the forms of cryptocurrencies like Bitcoin and noncurrency blockchain tokens. If you own any of these asset classes, addressing complex…

An Estate Plan Should Include a Family LLC

An Estate Plan Should Include a Family LLC

Limited liability companies (LLC) are legal structures that sit between partnerships and corporations. Most small business owners are aware this hybrid legal entity is beneficial for financial management, yet an LLC is also a powerful estate planning tool for much…

Making an Estate Plan for Unmarried Couples

Making an Estate Plan for Unmarried Couples

Americans over 65 are experiencing divorce and widowhood at record rates, resulting in new partnerships. The US Census Bureau reports that more than half of all older adults have only married once, opting to stay legally single in their future relationships. Cohabitating…

The Various Ways to Hold Title to Property

The Various Ways to Hold Title to Property

Most Americans consider real property, like their home, the most significant part of their overall net worth. How the home and other pieces of real property are titled deserves careful consideration. Real estate constitutes the land and any structure, including…

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