Estate Planning

Choosing Cohabitation

Cohabitation Agreements: Estate Planning for Unmarried Partners

The number of Americans living together as unmarried partners is on the rise. As reported by the U.S. Census Bureau in 2019, more adults are delaying marriage or forgoing it altogether in favor of cohabiting–reportedly as many as 17 million people cohabit (triple the number from two decades ago). Cohabiting partners who are not planning …

Cohabitation Agreements: Estate Planning for Unmarried Partners Read More »

Change in Tax Laws

How A Change in Tax Laws Can Affect Your Estate Plan

There haven’t been any changes . . . yet. However, there are two proposals on the horizon receiving a lot of attention. Here’s a quick review: Lowering the Estate Tax Exemption Currently, you are only subject to the estate tax if your net worth exceeds $11.7 million dollars (the “estate tax exemption”). President Biden’s campaign …

How A Change in Tax Laws Can Affect Your Estate Plan Read More »

Fiduciary

What is a Fiduciary?

The caregiving and supporter role often arises out of crisis. A loved one becomes disabled, or worse, unexpectedly passes away. It’s natural for family members and friends to want to help, but it’s also important to consider the legal obligations underpinning these roles. Defining “Fiduciary” Fiduciary roles often arise out of legal documents and relationships …

What is a Fiduciary? Read More »

Power of Attorney: How to Avoid Abuse and Financial Exploitation

In estate planning, we often use Power of Attorney documents as a tool to plan for future incapacity. But with great power comes great responsibility. And power of any kind is easily abused. Thus, it’s important to carefully consider the legal effect and consequences of a Power of Attorney document. What is a Power of …

Power of Attorney: How to Avoid Abuse and Financial Exploitation Read More »

New Year. New You. Resolve to Plan Better For Your Business

It’s time to take control of your finances and business. Estate and business planning are about taking control of your situation.  You have worked hard to cultivate your business. Now it’s time to make sure it is taken care of by critically thinking about your business’ future.  You cannot ignore estate planning and business planning.  …

New Year. New You. Resolve to Plan Better For Your Business Read More »

Scroll to Top