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Latest Blog Posts

How to Fund Your Trust to Avoid Probate

Posted on: May 7th, 2015
A common estate planning mistake many people make – including celebrities like Michael Jackson – is not ensuring the trust you have created holds all your assets. Unfortunately, most lawyers simply do not make sure this is properly handled for their clients, so if you’ve worked with any law office other than ours, you need to double check this critical issue. If you do not transfer your assets into your trust, it is an empty shell and does nothing to accomplish the objectives you had in mind when you established it....

What Will Happen to Your Family Business When You Die?

Posted on: April 23rd, 2015
Maybe you have dreamed of leaving the business you have built to your heirs, but if you do not have a buy-sell agreement, a business succession plan, a business transition plan or a business preservation plan in place, that dream may not be realized. Any number of factors can work against your dreams if you have not planned ahead. The IRS could value your closely held business for more than it can be sold for, and your family will not be able to pay the taxes. If it is a partnership, the other partners may not be able to pay someone to replace you, or have the cash flow to buy your share of ownership from your heirs. That’s why it pays to plan for the unexpected....

4 Things You Need to Know Before You Name Beneficiaries

Posted on: April 23rd, 2015
Once you have chosen the people you want to receive any of your assets -- either from a will, a trust, a life insurance policy or a retirement or bank account -- the way you designate how they will inherit should be a key consideration. Here are five things you need to know before you name your beneficiaries:...

How to Divorce-Proof Your Business

Posted on: April 9th, 2015
Whether it is due to the high unemployment rates that hit several years ago or the entrepreneurial itch Baby Boomers are now scratching their entrepreneurial itch instead of retiring, many married people have started their own businesses. And these businesses could be put in jeopardy if the owners divorce. If you own a business, it is probably your largest single financial asset. If you divorce, your ex may be entitled to half of your business. If you started the business during the marriage, it could be considered marital property that is fair game in a divorce. ...

The Importance of Providing for Incapacity in Your Estate Plan

Posted on: April 9th, 2015
Avoiding the need for a conservatorship – the process whereby someone is appointed by a court to assume responsibility for the property or the personal welfare of an adult – and keeping your family out of Court can be accomplished by making plans for incapacity in your estate plan....

Unintended Consequences from the Case of the Missing Will

Posted on: March 26th, 2015
Even the best intentions can have unintended consequences when it comes to estate planning. A case now winding its way through the New York appellate court system provides a cautionary tale when it comes to the safekeeping of your estate planning documents. ...