Make a Plan

Make a Plan

The word “estate” might bring to mind images of older, high-net-worth individuals with small dogs and grandiose homes. So, estate planning is only for people like that, right? Estate planning is for every adult, regardless of age or net worth. Du… Read More
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Planning for Your Kids

Planning for Your Kids

All parents want to make sure their young children are taken care of if the unthinkable happens. In addition to ensuring that their estate is used to take care of their children, parents will also need to include in their estate plan the nomination o… Read More
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Person at table calculates how pending tax law changes impact on estate plan

Before the Sun Sets

How will pending tax law changes impact your estate plan? The 2017 Tax Cuts and Jobs Act (TCJA) doubled the lifetime estate and gift tax exemptions at the time, with continued increases after 2018. Currently, in 2024, the exemptions stand at $13.61 m… Read More
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The Family Meeting

The Family Meeting

No one wants their loved ones to argue after they are gone. Meeting with your family now to discuss your estate plan and the reasons behind it can help prevent conflicts and tension in the future. As you go through the estate planning process and fin… Read More
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College Material

College Material

As parents begin to pack up their college-bound children, many overlook a crucial task: having conversations about parental access to certain legally protected information about the child, such as academic and medical records. Upon turning 18, childr… Read More
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Not That Kind of QTIP

Not That Kind of QTIP

Sometimes married couples creating trusts want to have a little more control over their assets after one of them is gone while still making sure to take care of the surviving spouse. A qualified terminable interest property (QTIP) trust serves the du… Read More
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Group of young adults who require legal documents after turning 18

Legal Documents for Young Adults

What legal documents does an 18 year old need? Amidst commencements and graduation parties, an item that does not appear on most parents’ summer checklists for their graduate is a visit to the attorney’s office. Upon turning 18 years old, a child… Read More
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Business Law Update Webin…

Business Law Update Webinar 2024

Independent Contractor Status and Salary Exemptions: New Rules from the DOL Make Misclassification a Real Risk (Dirk Beamer, 1:50) The Corporate Transparency Act: It’s in effect. Are you in compliance? (Heather Miles, 16:00) Expanded Legal Protecti… Read More
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Reforming Donor Advised F…

Reforming Donor Advised Funds

A donor advised fund (DAF) is a tax-advantaged, flexible, and convenient tool for charitable giving. They are easy to set up: Donors simply establish a DAF account with a sponsoring organization into which they deposit funds that will be disbursed ov… Read More
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Different Stages

Different Stages

Everyone’s life is marked by various stages, and proper estate planning may mean different things at different ages. In general, estate planning needs differ based on one’s place in their individual life journey. When you are a college student wi… Read More
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