Charitable giving allows you to support causes you care about while potentially reducing your estate tax burden. However, making unrestricted gifts to charity without careful estate planning can create unintended
Most people understand the importance of having a valid will as part of their estate plans. A will helps ensure that your assets are distributed according to your wishes and
As an owner of a closely held business, you’re likely familiar with how an employee stock ownership plan (ESOP) can offer an exit strategy and provide a tax-efficient tech-nique for
Remarriages are increasingly common. According to recent data from the U.S. Bureau of Labor Statistics, by age 55, nearly 27% of those who’ve married have done so more than once.
A trustee plays a central role in the administration of a trust, serving as the legal steward of the trust’s assets on behalf of beneficiaries. This responsibility carries both authority
When it comes to assets, your business is likely your most valuable. That’s why it’s important for your estate plan and your asset protection plan to complement each other. Each
A cornerstone of our practice is helping business owners and individuals protect and preserve their assets through estate planning and the administration of estates. We provide The Estate Planner newsletter six times a year to help our clients make better-informed decisions when planning for their futures.
Our estate planning and elder law attorneys understand that each client’s goals for the future are unique. With this in mind, they design estate plans and trusts that effectively meet these goals.
Call 574.232.3538 for an appointment to create or update your estate plan.
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