What changes will we see to the tax code in the near future? At this point it is all speculation but don’t let that prevent you from making tax-free annual exclusion, medical-payment, and
Douglas Davis
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You may think that your estate plan is something you already checked off your to-do list years ago. But the truth is that it’s not realistic to think that something you drafted years
A hobby is an activity that someone pursues because they enjoy it without any intention of making a profit. A business, on the other hand, is operated to make a profit. How
Car crashes, incidents and fatalities are an unfortunate reality in our increasingly hectic and fast paced world. According to the CDC, about three million people in the US are injured every year in
When a loved one dies, their money and property has to be distributed to the appropriate people according to the will, or the state’s laws if a will is not in place. Even
The legal term “guardian” refers to someone who cares for another individual, often a minor child, who needs special protection for a variety of reasons. Although parents of a minor child can name
No one wants to think about what would happen to them if they became incapacitated, but it’s a critical plan to have in place for your own welfare and the welfare of your
The first step to having an effective estate plan is understanding what exactly it is, what purpose it serves, and what type of estate planning vehicles are right for you and your situation.
Client have occasionally asked us whether their estate plan can include a right of first refusal (ROFR) on assets in their estate. To illustrate this issue, here’s a hypothetical scenario: The Family Farm
Most people don’t look forward to the death of a loved one, but they may have thought about a possible future inheritance. The reality is, that when someone passes, one of the first
