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Estate Planning
Aretha Franklin's Will
Aretha Franklin’s Will – Don’t Leave Without One With an estimated 80 million dollar estate left behind, Aretha Franklin’s will doesn’t exist.  Franklin’s family left behind to deal with the intestate succession will likely be able to afford the astronomical fees associated with the necessary probate process and legal fees.  Our post – Bad Company –...
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digital footprint
The data comprising your digital footprint is likely more comprehensive than you could ever imagine.  Your digital footprint is left all over the world as you carry on every day life as a person or a business.  While there are benefits to a positive digital footprint, you first need to understand the risks and scope...
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Summer Plans
Have you taken the time to sure up your estate plan before travelling?  If not, let us help you get it done before you leave.  Call us at (877) 622-5840 today to make an appointment or see if our digital solutions might be a good fit.
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Clark_Stanley's_Snake_Oil_Liniment
We all want a solution to the new tax liabilities we all face. You have recently learned about The Tax Cuts and Jobs Act - the new limits that the tax law has imposed on itemized deductions for state and local taxes (“SALT”). However, don’t buy the snake oil from the fast travelling dealer.
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Want to avoid probate? A revocable living trust, “RLT,” is a typical answer for avoidance of probate.  The RLT is a viable solution for many people for the following reasons: (1) avoidance of probate; (2) privacy – probate is public record; (3) continuity of management of assets; and (4) tax planning, which is less common...
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2018nowill
The bad company we hold is only getting worse as estate planning across the generations is continuing to slip. 6 out of 10 adult Americans do not have a Will. 78% of millennials do not have a Will. 64% of parents with minor children do not have a Will. The bad company we hold is...
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3 Ways to Avoid Probate in Texas You can avoid probate and all its burdens if you properly plan for the future.  What’s probate pain?  Time – 6 months to over a year; Money – thousands of dollars; Privacy – it’s all public record.  Here are three ways to avoid the pain of probate: A...
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Living v. Dying  Do you have a full set of living estate planning documents?  The Last Will and Testament will cover you when you die, but what plan do you have for all of the time you are alive?  The life expectancy for 2018 is just over 79 years for an American.  If the age of majority,...
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Your Estate Plan Is Stale and Moldy  No one likes stale and moldy – especially when it comes to planning.  Our firm has Steve Grenier, a Board Certified Estate Planning and Tax attorney, that reminds us all the time when our plans are stale and moldy.*  He is in the best position to help our clients clean up their plans.   Call...
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