The Deaths of Gene Hackman and His Wife
Simultaneous death laws, such as the Uniform Simultaneous Death Act (USDA), enacted in 1940 and updated in 1993, were created to resolve legal uncertainties when two or more people die at the same time or close in time to each other and the order of death is unclear.
Do You Go By Different Names? Ensure That Your Estate Planning Attorney Knows
What is in a name? Your name is a seemingly simple detail that may not receive much attention in your daily life, but it can have major ramifications for your estate plan and what happens after you pass.
5 Easy Tips to Simplify Your Charitable Giving
Will you be donating to charities this year? The Internal Revenue Service (IRS) reminds us that you must itemize deductions on Schedule A of your tax return to claim a deduction for charitable gifts. We have some tips to ensure your charitable gifts count!
How to Protect Your Family When You and Your Spouse Work in the Same Business
You and your spouse live together, work together, and likely spend a great deal of your free time together. Having a successful marriage and business takes hard work and dedication, but it can also be among the most rewarding things in life. To help keep you on the right track, we have a few tips.
The Lifetime QTIP Trust
Estate planning for couples in a second or subsequent marriage can be tricky, especially if their estates are disproportionate. One solution that allows the more affluent spouse to maintain control of their property and wealth and minimize potential estate taxes—while keeping their spouse happy—is the lifetime qualified terminable interest property (QTIP) trust.
Estate Planning Strategies to Protect Your Spouse
Once you are married, you will be uniquely situated to provide meaningful support for your spouse after your passing through special estate planning tools available only to legally married individuals.
Are You Saving Enough for Retirement?
Retirement is supposed to be a carefree period of enjoyment and fulfillment. However, retirement has become a daunting prospect for many Americans, full of anxiety and financial uncertainty. Longer lives […]
Could a Domestic Asset Protection Trust Be the Right Trust for You?
There are more ways to create wealth today than ever before. Whether you are working a traditional nine-to-five job and investing in the stock market, a full-time investor taking advantage […]
Remember Your First Line of Defense: Insurance
The modern insurance market dates to seventeenth-century London, where merchants reeling from the Great Fire of London started pooling funds to cover fire losses. Today, this same basic concept—pooling risk […]
It’s Planning Season
To have a successful farm, thoughtful planning must be done every season. Your life is no different. To properly prepare for the next season in your life and the lives of your loved ones, you need a well-executed estate plan.
