When creating your estate plan, it’s important to consider any overseas assets or relatives that may be relevant to your plan.  These factors may require special consideration to make sure they are addressed in the best way possible. Overseas assets can include a lita ...

As the owner of a small business, the security of your assets and your ability to plan for tomorrow are of paramount importance.  You may have all of the assets that many people have, namely a house, car, or savings accounts, but you also have a business.  A small ...

More Americans are seeking entrepreneurship, according to the National Federation of Independent Business (NFIB). A study indicated that small business optimism sat at 99.7% in July of 2021, despite ongoing concerns about finding employees, supply chain issues, and inflation ...

As necessary as a last will and testament is to have, much controversy can arise from them. Under certain circumstances, a current or potential beneficiary – referred to as “interested parties” – may feel that the will improperly excluded them from an inheritance. Wi ...

Taxes are oftentimes an area of concern for people when creating an estate plan. No need to fear, however, because for once there is good news regarding taxes. If you inherit certain assets, such as a house, you will receive a step-up in cost basis, which could save you a gr ...

One of the primary purposes of putting together an estate plan is to make sure that your children are taken care of after you pass away. The passing of wealth to children can be done in a number of ways, and the best plan will depend on your circumstances and family dynamic. ...