Services to Cancel After a Loved One Passes
The passing of a family member presents challenges on multiple fronts. In addition to grieving, practical responsibilities need attention. For example, their accounts must be settled, including utilities, insurance, memberships, digital subscriptions, and other recurring…
What an Estate Plan Should Not Include
When you pass away, estate planning facilitates the transfer of wealth to your loved ones. Therefore, estate planning involves preparing various legal documents to ensure your wishes are carried out effectively. However, there is some…
RESPECT Yourself and Complete Your Estate Plan
By Nate Loftin, Esq. Aretha Franklin, the legendary Queen of Soul, left behind a legacy that will forever be remembered. But what many people didn’t expect was the discovery of her last will and testament…
Consider Your Digital Accounts in Your Estate Plan
It’s common knowledge to include bank accounts, retirement accounts, and other standard financial accounts in estate plans. However, did you know it’s essential to have a digital estate plan that accounts for your digital accounts,…
Those Who Are Self-Employed Must Address These 3 Concerns
Self-employment often comes with the freedom that many individuals seek. However, there are various added responsibilities that those who are self-employed face. As a matter of fact, here are three important issues that should be…
July Newsletter: Estate Planning News You Can Use to Beat the Heat
Inadequate or outdated estate plans can have detrimental effects on both you and your loved ones. Our July newsletter aims to emphasize the significance of establishing a comprehensive estate plan that safeguards your legacy and…
The Battle Over Aretha Franklin’s Estate Continues
The legendary Queen of Soul, Aretha Franklin, passed away on Aug. 16, 2018, of pancreatic neuroendocrine cancer. Contrary to her lawyer’s advice to establish a will and trust before her death, Aretha Franklin did not…
The Supreme Court Will Hear a Case That Could Change the Tax Law
The Sixteenth Amendment to the United States Constitution, ratified in 1913, grants Congress the power to levy and collect income taxes. But what becomes of income that hasn’t been received or realized? The Supreme Court…
Protecting Your Family During Unemployment
Some businesses could not pull through the increased expenses inflation has brought on over the past few years unscathed. Due to this, companies have put employees out of work or laid off employees to reduce…
Estate Plan Details May Not Specify What to Do With Books – Think Twice Before Discarding Them
We often see books slipping through the cracks of estate plans. The majority of books have little or no market value, so it’s no surprise that they are often discarded or given to charity. However,…
June’s Newsletter Discusses the 2024 Revenue Proposals
The Biden administration has released a proposed budget for fiscal year 2024, calling for an increase in federal spending and a series of counterbalancing revenue raisers. “General Explanations of the Administration’s FY2024 Revenue Proposals,” also…
The Importance of Properly Protecting Your Etsy Store
Etsy is an online marketplace established in 2005. Since its early days, it has become one of the most extensive commerce companies globally. While Etsy sellers span worldwide, most sellers are American. For this reason,…
Questions & Answers With a Probate Litigator
Probate refers to the legal process of administering the estate of a deceased person. Probate litigators are attorneys specializing in legal disputes regarding probate matters. In this Q&A, our probate litigator, Matthew Stein, Esq. will…
Advanced Estate Planning
By Monique Nevarez, Esq. When people think of estate planning, what comes to mind for most people is planning for after death. However, while traditional estate planning covers the basics (ensuring a smooth transfer of…