What if You Have No Beneficiary Listed on Your Account? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
First things first, I googled it. It’s definitely lode and not load. Second things second, as today is Mother’s Day, I needed to work the word mother into the title of the newsletter. It’s a requirement I believe. :) Funny thing is, it’s a great title. If you google mother lode, it means “the real or imaginary origin of something valuable or in great abundance.” And isn’t that what mothers are? And yes, I mean this whether your mother was…
It’s Easter, yes, but this email is not about that. If you celebrate Easter, I hope you had a great one. If you don’t, I hope you had a great regular old Sunday. And that’s what this email is about – living YOUR best life the way that YOU see fit. There’s a lot of back and forth these days about what people should do and how they should act and how they should judge others and on and on…
If you weren’t aware, it’s tax season! I thought I’d brighten your day by giving you one more thing to think about when it comes to your income taxes. Before I go any farther, though, I do have to do my lawyerly duty and provide a disclaimer – I hope this post makes you think, but I hope you don’t ACT until you talk to your accountant. Whew. Glad that’s over with. Now let’s get to the good stuff. It…
This week’s topic is something I’ve been getting asked about a lot – “What should I do about Biden’s new tax proposals?” It’s a great question, and one I figured I’d try to reach out to everyone and discuss. Before I get to the long answer, just in case you’ve got somewhere to be, here’s the short answer: For now… nothing. :) Okay, now for the explanation. The first, and primary, reason to do nothing is there is no actual…
Revocable living trust vs special needs trust (your questions answered!)… Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
Do You Need a Will if You Have a Trust? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
