6 July
Three Types of Death Taxes When someone dies they aren’t just facing the possibility of paying estate taxes. There are two other additional taxes to consider. Here is a rundown.
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3 July
Estate Planning: I Don’t Care What You Want Whenever people come into my office to talk about their estate plan I always tell them something up front: I don’t care.
26 June
What is a Beneficiary Waiver When someone dies in the family and there are assets to be distributed amongst family members, there is almost always at least a minor.
26 June
Business Succession 1/2: Power of Attorney for Your Business This is the second installment of the HOB series “Succession” summary and takeaway. The theme of this episode was the Power.
19 June
Succession 1/1: 5 Estate Planning Takeaways A new show recently debuted on HBO called “Succession” and it combines two things I love: Estate planning and business. I thought it would.
12 June
Tax Implications of a Revocable Living Trust When people think about avoiding taxes they often think of using trusts as shelters. Unfortunately, those assumptions about trusts as tax shelters are.
12 June
What is a Probate Disclaimer? The other day I had a potential client call me up with some very sad news. His grandmother had recently passed away and he needed.
4 June
Do I even need probate? When someone in your life passes away one of the first questions that’s going to come up is “Do I need a probate to take.
1 June
What is a Personal Representative? First, let’s just get this out of the way – in the context of probate “Personal Representative” and “Executor” are the same thing. In Washington.
31 May
What is Probate? I think that everyone kind of knows what probate is. But, until we actually have to deal with it we don’t REALLY know what it is. If.