Blog
Does Your Business Have a Succession Plan?
Business succession planning is essential if you want your business to continue and thrive or be in the best position to be sold after you die. There are several issues to consider when creating your business succession plan: Identify the successors to your business,...
Estate Plan Check-Up
With a new year quickly underway, people with an Estate Plan are already a step ahead. However, that doesn’t mean that’s the end of the road. Estate Plans should be reviewed every 3 to 5 years. However, if certain life events occur, an Estate Plan should be reviewed...
Beneficiary Designations as Part of Your Estate Plan
Wills are a vital part of any estate plan. Wills designate guardianship of minor children and control the disposition of your property after death. Depending on the type of assets you have, a Trust may also be beneficial in avoiding probate and ensuring a smooth...
Happy New Year!
Make this New Year one where you finally have the peace of mind that comes with planning for your future. Contact our office today to learn more about your Estate Planning options.
Planning for the New Year
2014 is almost here! Make your resolution to get organized come true this year. Call our office today to learn more about creating an individualized Estate Plan that will protect you, your family and your assets. Plan for peace of mind this new year!
Stealing From a Trust Nets Prison Time for Real Estate Agent
A former real estate agent was sentenced to six years in jail and ordered to pay restitution for stealing an estimated $700,00 from his aunt’s trust. The thefts occurred between 2005 and 2009. The Court has not ordered the restitution amount yet. Duties of a trustee...
The Importance of Powers of Attorney
The first thing people say when they hear the words Estate Plan is, “I don’t have any money so why do I need one?” But an Estate Plan is about more than just money. It’s about your health and family. A financial power of attorney allows you to appoint someone you...
New Laws for 2013
About 150 laws will take effect sometime in 2013. The Cell Phone Ban now bans cell phone use when driving in construction or maintenance zones to all projects and not just in areas with a reduced speed limit. Directed Trusts law establishes a “directed trust” in the...
Texas School Puts Tracking Chips in Student IDs
A San Antonio school district in Texas is being sued by a student over a GPS tracking chip in her student ID. The GPS chips use radio-frequency identification (RFID) transmitters and only work on campus. However, the student is refusing to wear the microchip embedded...
Second Circuit Finds DOMA Unconstitutional
The Second Circuit Court of Appeals has struck down a section of the Defense of Marriage Act finding that the provision defining marriage as between one man and one woman violates the equal protection clause. The court ruled in favor of Edith Windsor, a lesbian who...