Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a good question.

Surely you planned something special for your partner for Valentine’s Day last week, but what about your children? They say there is nothing like a parent’s love for their children. So, why not give them a gift? Something that canREAD MORE

Flowers and chocolate make for a classic gift on Valentine’s Day. However, such a gift may become mundane after a while. Surely your partner would appreciate an additional gift. Perhaps, a gift that can be beneficial to you as well?READ MORE

Valentine’s Day is a day to celebrate love and companionship, two categories your pet surely falls under.  Unfortunately, you can’t give your pet the classic rose and chocolate combo.  For one, most pets cannot consume chocolate. Flowers can be poisonousREAD MORE

Succession and estate planning is difficult and time-consuming. However, it is also a key step for a business that can grow into the future.

One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?

You spend a lifetime building your business, so it’s crucial to have a game plan when it’s time to leave. Being prepared will help optimize the transition from a financial and tax perspective.

While many still mourn the unexpected and untimely death of the rapper Coolio on September 28, 2022, many estate planning attorneys and financial professionals are pointing out the financial and tax implications of his not having done an estate plan.READ MORE

Regardless of the preferred record-keeping mode, most people have some sort of digital footprint, making it important to know who would have access to your digital assets if you became incapacitated and how those assets would be distributed in the event you pass away.

The way in which assets are titled can be vital.