by Jason Senges | Dec 14, 2020 | Estate Planning and Administration
Tax portability is a helpful tax benefit that should be considered when crafting your estate plan. The option of portability can make a significant difference when it comes to taxation of an estate. Two important aspects to remember are that the portability exemption...
by Jason Senges | Nov 12, 2020 | Estate Planning and Administration
Estate planning—it is an incredibly important tool, not just for the uber-wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing...
by Jason Senges | Oct 22, 2020 | Estate Planning and Administration
Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The ideal form of ownership varies depending on the type of real estate you own. Below, we take a look at the different types of...
by Jason Senges | Jul 22, 2020 | Estate Planning and Administration
The most important person in your estate planning is you. You have spent your lifetime building the estate, now is the time to preserve it and distribute as you desire. Enlisting the help of a lawyer for assistance is an important step but not the first. The...
by Jason Senges | Jul 15, 2020 | Estate Planning and Administration
The Need for Estate Attorneys to Work with Financial Advisors For many people, Estate planning and retirement planning are two very different things. On the surface it makes sense, one is about what happens to your money after you pass and the other is about spending...
by Jason Senges | Jul 8, 2020 | Estate Planning and Administration
“You will have to go court”. As a lawyer, I understand this is the last thing someone wants to hear. Even with strong legal counsel, being involved in a court case can take a lot of time and energy. But unfortunately, many people find themselves...
