Updating your estate plan is an annual event

2019-11-13T21:14:41+00:00February 14th, 2018|Blog|

There are few things in life that you can do once and forget about. If you want your car to run well, you must change the oil and have it serviced regularly. Your teeth should be cleaned annually, and you need a flu shot every year. Likewise, your estate plan is one of those things

Do the tax benefits make an ESOP worth it?

2019-11-13T21:23:35+00:00January 18th, 2018|Blog, Tax Law|

Your company has numerous options when it comes to providing benefits to its employees. You may have asked around to try to figure out what would not only benefit your employees, but also your company. You want to foster an atmosphere in which your employees feel invested in its success, and that's when you came

How does the 501(c)(3) tax exemption benefit my organization?

2019-11-13T21:23:50+00:00January 16th, 2018|Blog, Tax Law|

There is a satisfaction that comes from knowing you are doing something to help others. Being able to be useful and help others through your work is the ultimate dream come true for many. However, it is still work and success means careful planning and consideration. Running a charitable organization means your primary concern is

3 questions business owners should ask when estate planning

2019-11-13T21:15:46+00:00November 28th, 2017|Blog|

Estate planning looks a little different for a small business owner than it does for an average individual. In addition to the normal assets and property to consider, owners need to ensure that their businesses are cared for in the event of their death, disablement or retirement It’s a mistake some small business owners make

Three tax mistakes your small business might be making

2019-11-13T21:24:24+00:00October 19th, 2017|Blog, Tax Law|

Running a small business is a difficult task and creating a plan for your taxes can become an afterthought. Making tax mistakes can lead to large unexpected payments and even fines. Business owners need to be mindful of their expected tax payments and be aware of the changing regulations. If you are a business owner

The three most common estate planning mistakes

2019-11-13T21:24:31+00:00August 29th, 2017|Blog, Estate Planning|

Putting together an estate plan is an obstacle for many families. First, you may not know where to begin. Second, you may not know where to go once you start; and, third, you're afraid of making mistakes that could affect lifelong assets and valuable property. All of these concerns are valid, and estate planning attorneys

Proposed Tax Reform Would Shift Home-Ownership Equation

2019-11-13T21:21:33+00:00August 3rd, 2017|Blog, Tax Reform|

President Trump has proposed tax policy change that has the potential to make home ownership less attractive for many Americans. The proposal would increase the standard income tax deduction to a point where only the wealthiest Americans would benefit by taking itemized deductions instead. Under the proposed plan, the standard deduction for married couple filing jointly would

How to name beneficiaries in an estate plan

2019-11-13T21:23:09+00:00July 17th, 2017|Blog, Estate Planning|

Even if you don't already have an estate plan, you have probably thought about how you would want to pass on your property and assets. Turning these wishes into reality requires a careful legal process. How are these steps taken and what should people who want to pass on part of their estate know about

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