For Attorneys For Industry Professionals
Estate Planning

Legacy

Categorized in:
Legacy, Inheritance Planning

When transferring wealth to heirs, tax avoidance can lower your tax bill by structuring transactions to save the most money. If you’re concerned about your loved one’s tax burdens after you pass, learn more.

Read Article
Categorized in:
Legacy, Inheritance Planning

When it comes to personal possessions, they are typically not included in your will or trust. So, who gets your belongings, sentimental, or collectible items after you pass is up to you to explain.

Read Article
Categorized in:
Legacy

An estate tax is a tax on the total value of a person’s assets at death. The estate pays the tax before any beneficiaries receive assets. Federal estate taxes apply only to high-value estates of $12.92 million or more, as of 2023.

Read Article
Categorized in:
Legacy, Inheritance Planning, Business Succession Planning

Building a detailed succession and estate plan for your family farm is essential; a failure to do so puts both family harmony and your most valuable asset at risk.

Read Article
Categorized in:
Legacy, Inheritance Planning

In a blended family situation, there are more opportunities to get an estate plan wrong. Use this list of questions to avoid future estate planning hassles.

Read Article
Categorized in:
Legacy, Inheritance Planning

Making charitable giving a part of your estate plan is a great way to support your favorite charity without impacting your current lifestyle in any way.

Read Article
Categorized in:
Legacy, Charitable Giving, Medical Directives, Inheritance Planning

Estate planning creates many opportunities to pass along your faith and values as well as financial wealth and tangible assets to the next generation.

Read Article
Categorized in:
Legacy, Retirement Accounts

The amount you will need to save for retirement depends on many factors including your anticipated lifestyle and how many years you have until retirement.

Read Article
Categorized in:
Legacy, Inheritance Planning, Lifetime Gifts, Planning for Minors

Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Proper estate planning can help you understand how to leave money to minor children.

Read Article
Categorized in:
Trusts, Legacy, Medical Directives, Inheritance Planning, Financial Powers of Attorney, Retirement Accounts, Wills, Planning for Minors

A checklist of eight estate planning things you should take care of before you travel.

Read Article
Categorized in:
Legacy, Inheritance Planning, Business Succession Planning

Learn the many reasons why it is important to have an advisory team for your estate planning.

Read Article
Categorized in:
Legacy, Inheritance Planning

How important it is to create an inheritance for your kids?

Read Article
Categorized in:
Legacy, Inheritance Planning

A family inheritance can mean more than just money; it can also mean passing down family values, traditions, and history to future generations.

Read Article
Categorized in:
Legacy, Inheritance Planning, Planning for Minors

Treating your children fairly in your estate plan does not necessarily mean you need to divide the inheritance equally.

Read Article