Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1

by | Oct 13, 2023 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Guardianship, Incapacity, Income Tax, Kids Protection Planning, Non - US Citizen, Non-Probate Asset, Probate, Probate Litigation, Real Property / Real Estate, Trusts, Uncategorized, Wills

It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it’s the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Year-end...
Flu Season Fundamentals: How to Keep Seniors Safe This Fall

Flu Season Fundamentals: How to Keep Seniors Safe This Fall

by | Oct 6, 2023 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Guardianship, Health Care Directive, Kids Protection Planning, Non - US Citizen, Non-Probate Asset, Probate, Probate Litigation, Real Property / Real Estate, Special Needs Planning, Trusts, Uncategorized, Wills

The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. Fortunately, there are several steps you can take to ensure their well-being during the colder days ahead, including...
Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

by | Sep 29, 2023 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Guardianship, Income Tax, Intellectual Property, Kids Protection Planning, Non - US Citizen, Non-Probate Asset, Probate, Probate Litigation, Special Needs Planning, Trusts, Uncategorized, Wills

As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven’t yet, take this as the sign that now’s the time to do it, in case the...
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2

by | Sep 22, 2023 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Guardianship, Incapacity, Income Tax, Intellectual Property, Kids Protection Planning, Probate, Probate Litigation, Real Property / Real Estate, Special Needs Planning, Trusts, Uncategorized, Wills

Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your address if your marriage includes a move, changing your tax filing status with your employer, and adding your new...
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1

by | Sep 15, 2023 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Guardianship, Kids Protection Planning, Probate, Probate Litigation, Trusts, wedding, Wills

Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married couple – creating an estate plan. With all the joy and happiness a new marriage brings, planning for your potential...