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
You probably don’t want to make a resolution that requires you to think about your own mortality and what will happen when you’re gone, but if you haven’t finished your estate plan, it’s
Equality is a noble concept and one many people turn to when deciding how to divide up their estate. There are many circumstances in which equal distribution of assets among beneficiaries is the
You just found out that your favorite aunt, Aunt Melba, has died. In the midst of your grief and sadness, you receive a notice from the attorney handling Aunt Melba's affairs stating that
A stay bonus agreement, also referred to as a retention bonus agreement, is a written agreement between a company and a key employee to encourage the employee to stay with the company. Understanding
When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think about is making phone calls or funeral arrangements. Some
A critical question to ask yourself when creating an estate plan is who will get your personal belongings when you pass on? While most people think about who they would like to receive
One of the most common forms of property ownership in the United States is joint tenancy with rights of survivorship (JTWROS or joint tenancy). But what is joint tenancy? Joint tenancy is a
While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that how the money is classified will directly affect your estate
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