When Should You Share Your Estate Plan?
February 22, 2024
At some point, you’ll want to share your estate plans with your loved ones—and the first step in this process may be to hold a family meeting.
Downs Law Firm, P.C.
Estate Plan
An Owner Needs a Business Exit Strategy?
September 14, 2022
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.
Can You Keep a Vacation Home in the Family?
April 21, 2022
Vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
Aretha Franklin’s Estate and the IRS
March 29, 2021
When Aretha Franklin died in 2018, a powerful creditor came calling: The Internal Revenue Service.
Your Estate Plan Should Protect Digital Assets
November 26, 2020
Do you have accounts, records, or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard, touch-screen, or tablet?
Your Estate Plan Needs to Be Customized
July 28, 2020
Estate planning documents often are treated like the photocopied permission slip for a child’s field trip. You fill in your name, include the children’s names and dates of birth, and sign. The document is filed away to be used if needed, but you really never expect it to be used.
When Names Change, You Should Update Estate Planning Documents?
November 20, 2019
The fact is people’s names often change. People get married and divorced, or sometimes they just legally change their names.
Too Busy for Retirement Planning?
November 6, 2019
Going straight from a busy work life to ‘retired’ can be difficult if you haven’t mapped out your path. Preparing yourself effectively involves both financial and lifestyle choices.
Good Stewardship Requires Estate Planning
July 22, 2019
Planning is a part of our daily lives. We plan menus for the day or week; we plan vacations; we plan meetings; and the list goes on.
Johnny Hallyday’s Estate Battle Pivots on Instagram Posts
June 26, 2019
Johnny Hallyday, known as the French Elvis, built his six-decade show business career on old-fashioned rock ’n’ roll, but he also kept up with the times technologically.
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