It’s incredible how much life changes from year to year. The changes may seem small as they happen, but they can become massive transformations over time. This is especially true when marriages, divorces, births, and adoptions impact a family. That’s why reviewing your estate plan every year is especially critical. Doing so will ensure that […]
Through proper planning, a gift you choose to leave can be encouraging, inspiring, or even life-changing. There are several ways to leave behind gifts through estate planning for causes you care about. Here are some ways you can choose to give and some key things you might want to consider. A Specific Bequest for Your […]
Estate Planning Unplanned Inheritance When an owner dies, without specific planning, their business interest becomes a part of their estate. Without a will or directive, the assets in the estate will be transferred in probate according to state law. This transfer could also result in tax consequences depending on the value of the estate. As […]
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