Estate

Financial Documents   Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property jointly with another person Authorizes… Read More »Critical Estate Documents

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables… Read More »Estate Management Checklist

U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a… Read More »And the Executor Is

American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: first, I’m not going… Read More »Put It in a Letter

Only one-third of adults have a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality… Read More »Will Power

Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system… Read More »A Brief History of Estate Taxes

According to the most recent report by Giving USA, Americans gave a record breaking $471 billion to charity in 2020.1 Americans usually give to charity… Read More »Trends in Charitable Giving

Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To understand how… Read More »Problems with Probate

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses… Read More »Succeeding at Business Succession

In the second quarter of 2021, more than 2,000 small businesses were sold. The median sale price was roughly $320,000, up 12% from the same… Read More »What is the Value of Your Business?