Bite-Sized Bits of Knowledge

What happens if you fail to plan ahead the default rules

The default rules kick in if you don't have a plan in place. That means that the state statute will determine your beneficiaries and fiduciaries. For a minority of families, it may be okay. But for most families, the default rules are...

Tax Basis 101

There are many types of taxes: federal and state income taxes, federal estate and gift taxes, and federal generation-skipping transfer taxes. Thoughtful estate planning mindfully and legally maximizes the amount of money and assets your...

Estate Planning Includes Mindfulness of Taxes

There are many types of taxes: federal and state income taxes, federal estate and gift taxes, and federal generation-skipping transfer taxes. Thoughtful estate planning mindfully and legally maximizes the amount of money and assets your...

Advantages and Disadvantages of Trusts

Trusts can be provide enormous flexibility and control to the creator’s wishes with respect to the devise of trust property to the creator and his or her beneficiaries including who receives it, when they receive it, how they receive it,...

Introduction to Trusts

Trusts can be provide enormous flexibility and control to the creator’s wishes with respect to the devise of trust property to the creator and his or her beneficiaries including who receives it, when they receive it, how they receive it,...

Elective Share

Like homestead, the elective share can wreak havoc on an estate. It basically means that a surviving spouse is entitled to a minimum of 30% of the deceased's elective estate. The elective estate consists of the probate estate plus assets...

Probate 101

What you don't know CAN hurt you, your family and your business. Being prepared means having a plan to navigate life's unforgiving uncertainties both during life AND after death. It's also important to realize that planning is very much...

Homestead

What you don't know CAN hurt you, your family and your business. Being prepared means having a plan to navigate life's unforgiving uncertainties both during life AND after death. It's also important to realize that planning is very much...

High Level Laundry List of Problems We Solve

What you don't know CAN hurt you, your family and your business. Being prepared means having a plan to navigate life's unforgiving uncertainties both during life AND after death. It's also important to realize that planning is very much...

Big Picture Decisions and Issues

What you don't know CAN hurt you, your family and your business. Being prepared means having a plan to navigate life's unforgiving uncertainties both during life AND after death. It's also important to realize that planning is very much...

Knowledge Series

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