Small Business Owners May Qualify For The Special Use Valuation Method
The need for estate planning is essential for small business owners who have most of their personal fortune tied up… Read More
Category: Last Will & Testament
Estate Planning Pitfall: You’ve Overlooked Digital Assets in Your Estate Plan
Traditionally, an estate plan addresses the tangible assets you own, such as cash and securities, investment real estate, vehicles, and… Read More
Behold the 21st Century Will: The E-Will!
A will is commonly drafted in a lawyer’s office in the presence of witnesses and a notary public. However, this… Read More
Estate Planning Pitfall: You’ve Amended Your Will Yourself
Let’s assume you have a legally valid will but you’ve decided that it should be revised because of a change… Read More
The Art of Estate Planning
An art collection is a special asset to account for in an estate plan It goes without saying that your art… Read More
Shh! This is a Silent Trust — Let’s Keep it Quiet
Generally, estate planning advisors recommend that you be upfront with family members about how you plan to divide your assets.… Read More
Consider All the Angles of Joint Ownership
Estate planners generally tout the virtues of owning property jointly — and with good reason. Joint ownership offers several advantages… Read More
Estate Planning Pitfall: You’ve Named the Wrong Executor
Maybe you thought that a member of your immediate family — perhaps your spouse or oldest child — would serve… Read More
Estate Planning Pitfall: A Significant Portion of Your Wealth is Concentrated in a Single Stock
It’s been said repeatedly: Don’t put all your eggs in one basket. Yet many individuals often disregard this adage. And… Read More
Breathe New Life Into a “Broken” Trust By Decanting It
Building flexibility into your estate plan using various strategies is generally advised. The reason is that life circumstances change over… Read More
