Business Succession Planning
Often neglected, planning for your business succession is a critical part of the estate planning process. Structuring your business to...
Avoid a derailed estate plan
It can be fairly easy for an estate plan to get off track. There are several things you can do...
When do I use my estate planning documents?
Your documents are written with very specific direction for different stages of life and for after your death. For example,...
Who gets the house?
One of the most commonly asked questions, but sometimes one of the most complicated to answer. If you have this...
Understanding your Title Policy
Title policies are often overlooked by purchasers in real estate transactions. It is important that you understand your title policy....
New Year, New Planning
Happy New Year! With most of us in a goal-setting mindset at the beginning of the year, now is a...
Preparing for 2022
Many proposed changes are on the proverbial table, with an undetermined date of enactment, that may affect your current estate...
Tax Law Changes by Robin A. Lloyd, Sr., J.D.
In about two more weeks, we should be able to tell what the tax law changes will be. Reach out...
Taxes by Robin A. Lloyd, Sr., J.D.
With a possibility of $3.5 Trillion in new government spending, it’s an attorney’s dream about the taxes that will generate...
Do I need a Trust?
There are a number of ways a trust can be a useful vehicle to transfer assets upon your death. Trusts...