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Inadequate or outdated estate plans can have detrimental effects on both you and your loved ones.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…
Did You Know of the Corporate Transparency Act?
The Corporate Transparency Act, or the CTA, enhances corporate transparency to combat money-laundering, terrorism, tax evasion, and other financial crimes. It does so by setting up a national database that identifies the humans behind the…
The Pitfalls of DIY Probate
The state of California determines probate attorney fee commissions based on the estate’s total value. The state of California determines probate attorney fee commissions based on the estate’s total value. For estates valued over $150,000,…
The Death of Raquel Welch – What Is Her Estate Plan?
Raquel Welch, whose acting career spanned five decades, passed away in February at the age of eighty-two. Welch appeared in more than thirty films and fifty television series, won a Golden Globe Award, and has…