Probate Appeals: What You Need To Know

Probate Appeals: What You Need To Know

Probate Law Appealing a probate law case should be approached very much like dealing with a will’s validity.  You normally only want to question things while you either have knowledge that something wasn’t carried out properly or once you have…

Succession Planning 101: What Is Your Exit Plan?

“What is your exit plan?” Business owners should start asking themselves this question on the day they open their doors. But they don’t. There are many reasons for this, beginning with the hope that the business will never fail. Even…

Repaying Deferred Payroll Taxes

IRS Notice 2020-65 allowed employers to defer withholding and payment of the employee’s Social Security taxes. This deferral applied to those with less than $4,000 in wages every two weeks, or an equivalent amount for other pay periods. It was…

IRS Turbocharges the Employee Retention Tax Credit

Did you know about the employee retention credit? It’s still around–and better than ever. The second relief bill, passed at the end of 2020, contains updates to the employee retention credit, a refundable payroll tax credit. Each option has its…

Expats And Their Tax Situation

As the IRS explains, if you are a U.S. citizen or resident alien, the rules for filing income, estate, and gift tax returns and paying estimated taxes are generally the same whether you are in the United States or abroad.…

Do You Need A Will And A Trust?

Everyone wants to protect their families, even after they pass from this world. That’s the purpose of estate plans that include a will or trust. But how do you know whether all of the elements of a good plan are…

Analyzing The Merger And Acquisition Deal

When a company is involved in mergers and acquisitions, either as a buyer or a target, analyzing the prospective transaction to determine if it makes sense for shareholders is critical. Knowing the basics of when or if a deal makes…

Out-of-State Properties Can Be A Probate Headache

Probating a will can turn into a drawn-out process, and unfortunately, you can’t always avoid multiple probate processes. When a person dies and leaves property in one state to someone in a different state, it is typically necessary to obtain…

How To Take A Bath In The Market

As investors’ positions tank due to their investment style, their attitudes begin to morph. What likely began as an enthusiastic purchase becomes an increasingly heavy burden. All the while, investors say prayers that are typically along the lines of “Please,…

Know the Key Estate Planning Questions

Before you can create an estate plan, you need to answer the following questions: What makes up my estate? Your estate consists of all the assets you possess at the time of your death, including: Securities Real estate Interest in…