February 2016

We never want to face the day where we can’t handle our own finances. But, planning can be done to make that process as smooth as possible for your loved ones. For example, a General Durable Power of Attorney names someone (referred to as “Agent”) to handle your financial affairs. Consider these tips for creating, […]

Business owners are faced with putting out fires each and every day. Since their time and resources are limited, they have to prioritize which ones are worth dealing with right then and there and which ones they should develop a plan or structure to put them out in the future. Legal “fires” for business owners

For the third year in a row, the state has added an exception to the uncapping rule. The usual rule is that when title to real property changes hands, the “taxable value” is uncapped, increasing to match the “assessed value”, sometimes greatly increasing property taxes for a property. Between such transfers, the TV can only

Most people, whether or not they have done estate planning, are aware of how beneficiary designations work. After all, beneficiary designations can be used on bank accounts, life insurance policies, retirement accounts, and many other types of financial and investment assets to automatically transfer those assets on death. However, I have found that very few