How to Own Your Real Estate

By |2020-10-19T16:26:58+00:00October 19th, 2020|Real Estate|

Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The ideal form of ownership varies depending on the type of real estate you own. Below, we take a look at the different types of real estate and offer advice about the best [...]

Using LLCs in Real Estate

By |2020-10-22T18:27:30+00:00October 13th, 2020|Business Law, Real Estate|

Investing in real estate can be a complicated process. That is why many people turn to establishing limited liability companies, or LLCs, to account for all of the complex legal and tax implications of owning multiple properties. Before you advise someone on their options or choose one for yourself, here are some things you may [...]

5 Tips For Family Business Succession Planning

By |2020-09-02T20:24:15+00:00September 2nd, 2020|Uncategorized|

Creating a succession plan now can help align family interests, manage family member expectations, reduce or eliminate estate and inheritance taxes, and ensure a successful transition to the next generation. Follow these five steps to a successful succession plan: Establish Goals and Objectives Start by creating a collective vision of your business goals and objectives. [...]

Don’t Make These Trust Errors

By |2020-08-14T17:25:15+00:00August 14th, 2020|Estate Planning|

Our clients use trusts as an asset protection tool and to help their beneficiaries avoid the cost and expense of probate. Trusts transfer legal ownership of assets to a trustee. The trustee is tasked with administering assets in the trust as the trust maker (or grantor) specifies. There may be more strings attached to an [...]

Now Is the Time To Revisit Your Estate Plan

By |2020-08-10T20:08:50+00:00August 10th, 2020|Business Law, Estate Planning|

The challenges caused by the COVID-19 pandemic gave us time to rethink our priorities and expectations. Estate planning is one area that has received a lot of attention, and for good reason. Everyone should consider the following: Document review: Are the papers in place? The COVID-19 crisis has caused many people to recognize that things [...]

What Is Probate—And How to Avoid It

By |2020-07-21T16:35:17+00:00July 21st, 2020|Uncategorized|

Probate is a necessary legal process that a deceased person's heirs have to go through when an estate is being settled. In some cases, probate can be a tedious and cumbersome process that may increase the stress associated with distributing wealth and assets to heirs. The more you know, the smoother the process may run, [...]

Now Is the Time To Revisit Your Estate Plan

By |2020-07-07T02:34:00+00:00July 7th, 2020|Estate Planning|

The physical and financial health challenges caused by the COVID-19 pandemic gave us time to rethink our priorities and expectations. Estate planning is one area that has received a lot of attention, and for good reason. Here are three basic areas to review as you reassess your estate plan: Document review: Are the papers in [...]

Do You Need a Will and a Trust?

By |2020-07-07T02:35:08+00:00June 15th, 2020|Estate Planning|

  Everyone wants to protect their families, even after they pass from this world. That’s the purpose of estate plans. But how do you know whether all of the elements of a good plan are in place? The first step is understanding the difference between a will and a trust: A will lays out your [...]

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