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#familywealthlawyer

  1. Why Putting Your Family Home In A Trust Is A Smart Move—Part 2

    Tags:
    #estateplannig, #familywealthlawyer, #financeplanning, #leavingalegacy

    If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you become incapacitated by illnes…Read More

  2. How to Pass Down Your Family Wealth Legacy During The Holidays

    Tags:
    #estateplanning, #familywealthlawyer, #leavingalegacy, #legacytrustcounsel, parents

    As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you’ll leave behind, but also includes your values, insights, stories, and experience. And, while those things are being passed on happenstance on the da…Read More

  3. Now Is Your Last Chance To Save On Your 2021 Taxes

    Tags:
    #estateplanning, #familywealthlawyer, #lastopportunity, #legacytrustcounsel

      When you first realize that your biggest personal and business expense—bar none—is taxes, it can come as quite a shock. Seeing so much of your hard-earned money wind up in the government’s hands can feel like a shakedown. That said, focusing a relatively small amount of time and effort into…Read More

  4. 10 Reasons Why Your Business Needs a Family Wealth Lawyer™

    Tags:
    #Estatep, #familywealthlawyer

    As a small business owner, you may be wondering why you need to hire a lawyer to help you run your company. This is especially true today when you can access just about every conceivable legal document online for cheap from the countless online do-it-yourself document services like LegalZoom and Roc…Read More

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