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If you have given thought to how you want to dispose of your assets in the event of your death, you could find yourself scratching your head and asking, “Do I need a will or do I need a trust?  In fact, what are the main differences between wills and…

Setting up a revocable trust or irrevocable trust is an effective estate planning strategy. Trusts can help you avoid probate and maintain privacy in the allocation of your property. However, trust disputes threaten to use up valuable resources that you have reserved for your loved ones. At Business Estate &…

Imagine that you recently received notice that you are a trust beneficiary but the trustee refuses to provide you with a copy of the trust.  Or perhaps you are a trustee, making good faith efforts to administer a trust, but one beneficiary keeps making unreasonable demands resulting in wasting trust…

A trust is a legal arrangement in which a person called a grantor transfers property to a person named a trustee for the benefit of a beneficiary. While seemingly complex, trusts can provide better communication and clarity with the estate planning process. They also provide for periodic transfers of wealth…

business formation

Your business is doing well and you are expanding across the country. Your new COO has suggested taking your business into California but you sent her back to first investigate what initial steps companies who start to do business in the state must undertake to operate legally.  Here is some…

probate

You’ve probably heard the word ‘probate’ at some point or perhaps you know someone who had to endure the probate process after the passing of a family member or loved one. The term ‘probate’ is typically used in one of two ways: it can refer to the process the probate…

estate litigation

Valid question.  Why does anyone care about putting together a plan to dispose of their estate after their death?  You won’t be around so who cares? Simply put… your family cares.  Your loved ones care.  The people you care about care. At Business Estate and Tax Attorney P.C., we have…

The When, Why, and How of Estate Planning Checkups Keeping your estate plan up-to-date is an important consideration and responsibility. While lots of people make an effort to create an estate plan, failing to make updates is all-too-common. There’s only so much you can do to ensure the longevity and…

No matter how complex your estate is, or how much you own, it’s important that you manage it all properly. This is where estate planning comes in. Estate planning gives you complete control over what happens to your assets when you pass away, and it can prevent unnecessary stress for…