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Schedule Your Free Consulation06
Mar
How the Corporate Transparency Act May Impact Your Estate Plan
Starting on January 1, 2024, under a new law called the Corporate Transparency Act (CTA), owners of certain business entities must file a report with the federal government including details regarding the ownership of their entity. The CTA was enacted to help combat money launde...
View MoreCategories: Business Planning Estate Planning Taxation
06
Mar
Estate Plan Lessons from DeMuth v. Commissioner
Lifetime gifts are a popular way to reduce estate and inheritance taxes. Currently, only estates worth $12. 92 million or more are subject to the federal estate tax. Twelve states and the District of Columbia levy an additional estate or inheritance tax. To lower their taxable e...
View MoreCategories: Estate Planning Trust Administration
25
Mar
This Thanksgiving We Are Thankful for Your Collaboration
It is no secret that having a solid network of quality professionals allows us to address more than just one of our clients’ concerns. It takes a team to plan for life’s foreseen and unforeseen events. Working with quality professionals like you enables us to ensure that our cli...
View MoreCategory: Advisors
06
Mar
Assembling Your Own (Estate Planning) Team
Some of us may enjoy games like fantasy football that allow us to assemble our own star team with the players we think will provide the most value. While fantasy football is fun to participate in, have you ever given thought to the importance of establishing your own dream team? ...
View MoreCategory: Estate Planning
06
Mar
Can Artificial Intelligence Programs Write Basic Estate Planning Documents?
With the increased coverage of artificial intelligence (AI) and all of the applications it can have in our everyday lives, some people may wonder whether an AI program can create an estate plan for them. While AI may be able to generate basic estate planning documents, including...
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06
Mar
The Life and Legacy of Jimmy Buffett
Jimmy Buffett died on September 1, 2023, at age 76 after a diagnosis of Merkel cell carcinoma (skin cancer) four years earlier. He was a renowned singer-songwriter, film producer, businessman, novelist, and philanthropist. Buffett released his first album, Down to Earth, in 1970...
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06
Mar
Blindsided: The Michael Oher Conservatorship Controversy Explained
Michael Oher has had a remarkable life so far. Born to a single mother struggling with addiction and growing up in and out of foster care, Oher went on to star as a University of Mississippi football player and was selected in the first round of the 2009 NFL draft. He played eig...
View MoreCategories: Elder Law Estate Planning Guardianships Legal Advice
06
Mar
How Far in Advance Can I Begin My Estate Planning?
You can create your estate plan at any time. Most people put it off too long, but there are many who choose to begin the process sooner rather than later. Why? Because you never know when life-changing medical or financial emergencies can strike requiring someone else to manage...
View MoreCategory: Estate Planning
06
Mar
Do Not Become a Statistic
Estate planning is important for everyone. It is about protecting yourself, your loved ones, and your hard-earned money (even if you do not have a lot of it). However, the numbers do not lie: most people do not see the importance of estate planning. Whether you need to create an...
View MoreCategories: Estate Planning Trusts
06
Mar
Estate Planning for Expatriates
The United States hosts the highest number of immigrants in the world, but increasingly, Americans say they are looking to relocate permanently to another country. A large percentage of wealthy Americans are also interested in buying real estate overseas and living there at leas...
View MoreCategories: Estate Planning Guardianships Legal Advice Taxation Trusts
