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In a U.S. Supreme Court term noted for big decisions, the high court handed down one of the biggest at the very end of its term in late June. In Loper Bright Enterprises v. Raimondo, the Court dealt a death blow to a 40-year precedent that had become…
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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…
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Do you and your business partners have a buy-sell agreement? If so, do you pay attention to its requirements? The U.S. Supreme Court recently heard arguments in Connelly v. Internal Revenue Service, a dispute over the value of a closely-held corporat…
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Joyce Kilmer, American writer and poet, famously wrote: “I think that I shall never see A poem lovely as a tree.” Many people would be inclined to agree; but what about the neighbor’s tree branches that overhang your yard? Or worse, what if tha…
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How does a trust avoid probate? It’s in the details. In my experience, the primary reason most people set up trusts is to avoid probate. So, how does that work? Does the mere fact of having signed a trust cut out the probate court? Not quite. I…
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We’ve been posting, along with many others, about the new federal Corporate Transparency Act. (Read our overview here.) The Act requires most small and medium-sized companies (“Reporting Companies”) to disclose to the U.S. Treasury Department i…
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If you have done your estate planning, you have almost certainly signed a general power attorney. In that document, you (the “principal”) gave another person (your “agent“) authority to act on your behalf in all matters not related to health…
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What makes you tremble when you think about estate planning? On this Halloween day, I thought I’d let you in on a few of the estate planning fears people have shared with me over the years: If I plan for death, I will die. This is a very real fear…
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I’m occasionally asked if an individual can create or update an estate plan if a doctor has opined that the individual can no longer make sound decisions or the individual has a court-appointed guardian or conservator. The short answer: It depends.…
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We saw the U.S. Supreme Court issue a unanimous decision this past June, a rare occasion indeed. In Groff vs. DeJoy, the Court addressed the question of how far an employer must go in accommodating an employee’s religious needs. Gerald Groff was a…
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