Rev. James M. Lawson Jr., who passed away last week at the age of 95, was…
Category: ESTATE PLANNING
Data Driven Decisions: Leveraging Law Firm Software for Insight
You need accurate data to be able to build on your successes and respond to challenges…
Huge Estate Tax Exclusion Reduction Is Looming
Estate planning attorneys emphasize the fact that this is an ongoing process because things change. You…
Estate Plan Updates: Is Your Existing Plan Obsolete?
Estate planning is often perceived as a one-time event, but it’s actually a dynamic process requiring…
The Purple Onion…an ode to Tangible Personal Property
More than one estate has boiled down to a fight over tangible personal property. Sometimes even…
Avoiding an Audit
The Internal Revenue Service (“IRS”) recently released its Strategic Operating Plan outlining priorities which include its…
Why a Trust Might Be the Better Choice
Estate planning is a critical task for ensuring your assets are managed and distributed according to…
Preserve Essential Benefits With a Special Needs Trust
There are many different ways to facilitate asset transfers when you are planning your estate. The…
Finding Cash All Over the House When a Parent Dies
After their father died in 2021, Susan Camp and her brother cleaned out his home —…
It’s Mid-Year. Do You Know Where Your Business Is?
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