News and Alerts
Estate Planning Newsletter — May 23, 2023
Savers and investors can fall prey to the fallacy of creating mental categories for dealing with their assets. Click through to learn about a more rational way of thinking about money and more in this month’s newsletter.
Estate Planning Newsletter — March 28, 2023
Gift Taxes are often misunderstood. Learn about gift taxes, the CAPE indicator, early retirement, and how to read stock charts in this month’s newsletter.
Estate Planning Newsletter — February 28, 2023
Trusts and taxes, the step-up in basis rule, protecting your digital assets, and learning about the basics of investing. Read all about it in the latest Estate Planning Newsletter.
Using an LLC to Protect Real Estate Assets
Acquiring and maintaining real estate can be an expensive and risky venture. Searching to find just the right investment property—whether it be residential or commercial—can make for a stressful process, particularly in the current market.
Bad Romance: How an Operating Agreement Can Save You From a Messy Business Breakup
Starting a new business can be an exciting and challenging experience, not dissimilar to meeting someone new. Whether you’re launching a small side hustle or the next tech unicorn, one of the most important steps you’ll take is establishing your legal structure.
Estate Planning Newsletter — January 31, 2023
How to choose the right probate lawyer, long-term advantages of home ownership, trustee’s duties, and robo advisors, all in this month’s newsletter.
Estate Planning Newsletter — January 3, 2023
Learn about how to manage the balance of stocks and bonds in your portfolio, how to create a business succession plan, and more in this month’s newsletter.
Estate Planning Newsletter — December 6th, 2022
Can a handwritten will be accepted? Read this month’s newsletter for the answer to that question and more!
Estate Planning Newsletter — November 8th, 2022
This month, read about key estate planning questions, how to determine what kind of mortgage is best for you, why out-of-state properties can be a probate headache, and selling stocks at a loss.
Estate Planning Newsletter — October 11th, 2022
This month, learn about Homeowners’ Deductions for Property Taxes on Personal Residences, Why fair does not necessarily mean “equal” when it comes to dividing your estate between heirs, short-term care insurance, and more.
Estate Planning Newsletter — September 13th, 2022
In this issue of our Estate Planning Newsletter:
Home Sellers’ Profit Exclusions Aren’t One-Time Opportunities; Who Is a ‘Trusted Contact’ for a Brokerage Account?; How to Deal With Estate Litigation; Your Executor Must Wear Many Hats.
Estate Planning Newsletter — August 16th, 2022
In this issue of our Estate Planning Newsletter:
The ‘Fear of Missing Out’ Syndrome; Changes in Homeowners’ Deductions for Mortgage Interest and Taxes; IRS Sounds Alarms on Abusive Tax Shelters and Transactions; What Kind of Insurance Do Homeowners Need?