Passing away without a will can leave loved ones facing uncertainty and confusion regarding the distribution of assets. In such situations, state laws determine how the estate will be divided, through a process known as intestate succession. What is Intestate… Read More »Lesson Learned: When There’s No Will: Understanding Intestate Succession
Planning your estate can be an opportunity to make a positive impact beyond your lifetime. Leaving a charitable bequest (gift) in your will or trust allows you to support causes you care about and contribute to a better future. Of… Read More »Lesson Learned: Leaving a Lasting Legacy: Charitable Bequests in Probate
As we head into May, business owners are likely focused on tax season and strategizing for the upcoming year. However, it’s also a crucial time to revisit your estate plan and ensure it adapts to the ever-changing landscape of tax… Read More »Lesson Learned: Estate Planning for Business Owners: Adapting to Changing Tax Codes and Regulations
