Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust

Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust

If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT) first. Think of it this way: would you rather pay taxes and send your...
What Your Last Will & Testament Will (And Will Not) Do—Part 2

What Your Last Will & Testament Will (And Will Not) Do—Part 2

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022...
King’s children battled over Bible and Nobel Prize

King’s children battled over Bible and Nobel Prize

It’s hard to imagine that someone like Martin Luther King, Jr. would end up being the focus of almost endless court battles. After all, Dr. King was the unfaltering champion of peaceful resistance during his quest for full and equal civil rights for all Americans. He...
5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 1

5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 1

Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an estate planning lawyer may feel intimidating or morbid. But it definitely doesn’t have to be that way. Instead, it can be the most empowering decision you ever make...
Remarrying In Midlife? Avoid Accidently Disinheriting Your Loved Ones

Remarrying In Midlife? Avoid Accidently Disinheriting Your Loved Ones

Today, we’re seeing more and more people getting divorced in middle age and beyond. Indeed, the trend of couples getting divorced after age 50 has grown so common, it’s even garnered its own nickname: “gray divorce.” Today, roughly one in four divorces involve those...
6 Things You Should NOT Include In Your Will

6 Things You Should NOT Include In Your Will

A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every estate plan includes this key document in one form or another. A will is used to designate how you want your assets...