July

Discover when to avoid online estate planning tools and hire an attorney for your estate planning needs. This blog explores 7 key scenarios where hiring an experienced estate planning attorney is advisable, including complex family dynamics, significant assets, estate tax considerations, special needs beneficiaries, out-of-state or international assets, charitable giving, and concerns about will contests.

Of the various charitable planning techniques that people use either before or after an exit, one of the most popular techniques - particularly as interest rates rise - is known as the charitable remainder trust (CRT). In a CRT, you’re giving a portion of your business interest to a trust that ultimately, at the end of the term or your life expectancy, will be paid out to the charity.