by Christine | Jun 17, 2013 | Charitable Deduction, Charitable Giving, Easement, Estate Planning, Valuation |
When you make a charitable contribution of anything other than money or marketable securities, there will always be a valuation issue. At least, it will usually be clear what it is that you are giving away. A conservation easement is different. ...
by Christine | Jun 13, 2013 | Estate Planning, Probate |
To avoid probate, the spouses should establish revocable trusts and transfer their property to the trusts during their lifetime. Estate planning may seem easy between spouses, but beware of the pitfalls of probate. The law tends to put a number of things on...
by Christine | Jun 11, 2013 | Elder Law, Estate Planning |
If you haven’t had a conversation with your parents about handling their financial affairs after they die, Krysten Crawford’s tale may spring you into action. Certain “talks” or conversations are imperative, although some of those discussions are pretty difficult to...
by Christine | Jun 10, 2013 | ESOP, Estate Planning, Exit Strategy, Family Business, Small Business |
Dawn Huston, 31, started working at Dansko 11 years ago, sorting shoes for delivery. Now a warehouse processor, she said the idea of owning a piece of the company made her nervous at first—though she wasn’t worried about her retirement savings, since the company...
by Christine | Jun 6, 2013 | Estate Planning, Trusts, Wills |
Circumstances change over the course of a lifetime—and your documents need to keep pace. Grandchildren enter the picture, as do second spouses and sons-in-law. Estate and gift tax exclusion limits move up and down. When you create your estate plan, it is important...
by Christine | Jun 4, 2013 | Estate Law, Estate Planning, Family Planning |
Unfortunately, estate planning can cause family feuds over inheritance, often leading to litigation that can become lengthy and costly with no clear winner. From our experience, family litigation occurs not from a lack of trying to solve the issue, but from a lack of...
