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
Our pets become cherished members of the family, offering unconditional love and companionship. But what happens to our furry (or feathery, or scaled) friends when we’re no longer here? While traditional wills can leave bequests for pet care, they don’t… Read More »Lesson Learned: Furry Family, Forever Loved: The Power of Pet Trusts
