Digital Legacy Planning
An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to [...]
How Cryptocurrency Fits into Your Estate Plan
Five years ago, cryptocurrency was probably not on your radar. Today, it may be an important investment in your portfolio. You could even own some nonfungible tokens [...]
Celebrating 25 Years
October 2022 marks the 25th anniversary of the admission to the Bar for Attorney Jennifer Lynn. For over a quarter of a century, Jennifer Lynn has been [...]
The Importance of the Estate Planning Checkup
After completing your initial estate planning, it is easy to assume that you have checked estate planning off of your list forever. The reality is not so [...]
6 Key Considerations for Passing Down a Family Business
You have spent years building your small business, but have you taken time to consider what will happen to it when you retire, become disabled, or pass [...]
More on Real Estate Titling
Following up on our last post about Why Title Matters for real estate. This month we will examining some common real estate interests and related titling options. [...]
Why Real Estate Title Matters
Real estate can take on different forms of ownership depending upon the number of parties and the unique circumstances involved. Understanding how your real estate is owned, [...]
SECURE Act Update – Proposed Regulations Issued
In 2020, we alerted you to the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective as of January 1, 2020. See our [...]
Election Year Estate Planning – Why You May Need to Act Fast!
With a push by the Democratic party to restore federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could [...]