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Revocable Trust Will What is it? A legal document that places assets into a trust during the Trustmaker’s lifetime, managed…

For business owners, a well-structured succession plan is essential for ensuring the long-term success of their company. Without a clear…

Probate is the legal process of settling a deceased person’s estate, but many families prefer to avoid it due to…

Advantages Disadvantages Freezes the Value of an Asset; Reduces Estate Taxes – Gifting an asset that is rapidly appreciating (e.g.…

When the stock market takes a nosedive, the headlines are filled with anxiety-inducing words like “plunge,” “collapse,” “sell” and “turmoil.”…

“Texas-sizing” Your Estate Planning documents You have finished unpacking.  The kids are in school.  You have located the grocery store,…

If you are a parent of young children, it is important for you to designate a guardian for them in…

The recent passing of actor Gene Hackman and his wife, Betsy Arakawa, has highlighted several crucial aspects of estate planning.…

It has always been my belief that it “takes a village” to raise children and grandchildren.  That means, to me,…

1. ENSURING YOUR WISHES ARE LEGALLY VALID Contrary to popular belief, a one-size-fits-all approach to estate planning rarely suffices. An…

The owners of a limited liability company (LLC) are called members. At some point, an LLC member may find that…