Losing a loved one is a challenging time, and dealing with legal and financial matters only adds to the complexity. One of the crucial questions you may face after their passing is whether they had a will. A will outlines their wishes regarding asset distribution,...
When it comes to crafting your estate plan, one of the crucial decisions you’ll need to make is how to split responsibilities among your loved ones. It is often assumed that the oldest child should automatically take on the role of executor or trustee, or that...
In this episode, we explore the importance of understanding your estate. Let’s demystify the term to help you better secure your legacy and protect the future of your loved ones. Here are some of the topics covered: • Understanding the Estate • Importance in...
In the ever-evolving landscape of corporate regulations, staying informed is not just an option, but a necessity. The forthcoming Corporate Transparency Act is set to introduce significant changes to reporting requirements for companies, impacting businesses of all...
Inflation can have a big impact on how you structure your estate plan, and so it should be an important consideration when drafting your plan. Recently, interest rates—particularly those instituted by Section 7520—have become more important than ever. After a...
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