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By Jeffrey Hall
In Blog Content, Uncategorized
Posted September 22, 2020

How to Own Your Real Estate

Real estate is more than just your primary residence. It can include other real estate such as a vacation home or a rental property. Depending upon the type of real estate you own, the ideal form [...]

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By Jeffrey Hall
In Blog Content, Uncategorized
Posted September 15, 2020

How to Manage Your Basis “Step Up”

If you or someone you know has received an inheritance, it is important for you to understand how to manage your basis “step up.” A “step up” in basis is the adjustment of the value of an [...]

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By Jeffrey Hall
In Blog Content, Uncategorized
Posted September 8, 2020

How is a corporate trustee different?

In its simplest terms, a trust is a legal arrangement in which a trustee holds and manages assets for the benefit of one or more beneficiaries. The trustee owns the assets, enters into contracts [...]

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By Jeffrey Hall
In Uncategorized
Posted September 1, 2020

Estate Planning Strategies to Protect Your Spouse

You have searched for and found the love of your life, maybe your first love, or maybe after a previous marriage. As you have built your life together, you have probably weathered your fair share [...]

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By Jeffrey Hall
In Uncategorized
Posted August 25, 2020

Do Your Parents Have an Estate Plan?

If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously), you need to know whether or not your parents have put [...]

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By Jeffrey Hall
In Uncategorized
Posted August 18, 2020

Estate Planning: Why Me, Why Now, and Is a Will Enough?

You have worked hard for years, have family members and friends you care about, and have approached a time in your life when “estate planning” sounds like something you should do, but you are not [...]

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By Jeffrey Hall
In Uncategorized
Posted August 12, 2020

Wondering Whether You Need to Update Your Estate Plan? Yes, You Do, and Here’s Why

Please allow us to be frank. It’s unrealistic to think that a piece of paper you draft today, reflecting your life at a certain time, will work when your life has completely changed some years [...]

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By Jeffrey Hall
In Uncategorized
Posted August 11, 2020

Estate Planning for Rental Property Owners

In all parts of the country, services such as Airbnb have grown in popularity over the past few years. Indeed, these alternatives to hotel stays are popular among homeowners and vacationers [...]

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By Jeffrey Hall
In Uncategorized
Posted August 4, 2020

Estate Planning Considerations for Benefits Open Enrollment

The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these [...]

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By Jeffrey Hall
In Uncategorized
Posted July 28, 2020

Does Your Estate Plan Protect Your Adult Beneficiaries?

If you think you only need to create discretionary lifetime trusts for young, troubled, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous lawsuits and [...]

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