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Why Business Owners Should Start Succession Planning Now Most parents understand that the goal of raising children is to prepare them to thrive independently. The same concept applies to business ownership: the long-term goal should be to build a company that can succeed without you—whether due to retirement, incapacity, or passing. Yet, many business owners […]
Your Estate Plan Is Complete — What Comes Next? Congratulations — you’ve taken a major step by creating your estate plan. You’ve made thoughtful decisions, signed important documents, and put safeguards in place to protect your loved ones and your legacy. Now you might be wondering: “What should I do next?” The good news: most […]
Consider the total amount on deposit in a joint bank account, of which the applicant or participant is one of the owners, as available unless there is verification the money placed in the account or a definite portion of it belongs to the other joint owner(s). If the applicant/participant is married and living with spouse, […]
What Is a Marital Trust?A marital trust is a type of irrevocable trust designed to transfer a deceased spouse’s assets to the surviving spouse without triggering estate taxes. When the surviving spouse eventually passes, the trust assets are not counted as part of their estate—helping to reduce overall estate taxes. In addition to tax advantages, a […]
Planning Ahead: Legal Strategies to Address Cognitive DeclineCognitive decline is a reality many of us may encounter as we grow older. While it can be an unsettling prospect, facing it directly—and planning in advance—is key. Being prepared isn’t about expecting the worst; it’s about ensuring peace of mind for yourself and your loved ones. Whether […]
Creating a Trust Isn’t the Final Step—You Still Need to Fund ItYou did everything right—or so you thought. After months of meetings and decisions, you finally signed your trust documents with your estate planning attorney. A sense of accomplishment washed over you. The trust was done, official, and securely filed away. Fast forward a year. […]