by Elliott Feldman | Nov 8, 2021 | Estate Planning
Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet, with so much to deal with during the divorce process, many people forget to update their plan or put it off until it’s too late....
by Elliott Feldman | Nov 2, 2021 | Estate Planning
Being asked by a loved one to serve as trustee for their Trust upon their death can be quite an honor, but it’s also a major responsibility—and the role is definitely not for everyone. Indeed, serving as a trustee entails a broad array of duties, and you are both...
by Elliott Feldman | Oct 30, 2021 | Estate Planning
If you’re a business owner and you have a family, if you were to die tomorrow, then what would happen to your business? Unless you have the right estate plan in place, then your business and family would end up in court and conflict. Let’s talk about how we can keep...
by Elliott Feldman | Oct 22, 2021 | Estate Planning
Ok, so you may own a home, have kids, and you may be middle class, but certainly may not rich, do you really need a Trust? Yes, you do. In fact, if you’re not rich, then it’s even more important for you to get a Trust and we’re going to discuss why that is. Now, when...
by Elliott Feldman | Sep 28, 2021 | Estate Planning
If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities, and home – and the inevitable emergencies that fill the lives of single parents everywhere. Being a single parent is...
by Elliott Feldman | Sep 21, 2021 | Estate Planning
Ok, as you know, when you make donations to a qualified charity during your lifetime, those donations are generally tax deductible. But you may be surprised to learn that dedicating a portion of your estate to a charitable cause can reduce the taxable value of your...
