Six Considerations When Choosing a Pet’s Caregiver

Written By Carmen Sheppard
Posted on April 25, 2019

Family pet

Article written by Bennie A. Wall, Esq. Planning for pets can be one of the most important pieces of your estate planning, and choosing who will be the ideal caregiver to your beloved animal is a key component of any Read More…

Posted in Estate Planning

Cognitive Impairment A Long And Winding Road

Written By Beth Ann Lawson
Posted on March 26, 2019

As an attorney, I meet wonderful families in various stages of planning for the mental incapacity of a loved one.  Some families are struggling with a current crisis with more limited legal options and possible court action.  Some families are Read More…

Posted in Asset Protection Planning for Long Term Care, Elder Law, Estate Planning, Guardianships & Conservatorships

Retirement Plan Trust

Written By Carmen Sheppard
Posted on February 27, 2019

Retirement Plan Trusts

Article written by Jonathan B. Osler, Esq. If you are reading this article, chances are good that you have done an excellent job socking away funds in an Individual Retirement Account (IRA) or in multiple IRAs.  Indeed your IRA may Read More…

Posted in Estate Planning, Retirement Planning Trusts

Tax Savings For Small Business Owners Under IRC Section 199A

Written By Carmen Sheppard
Posted on January 31, 2019

Article written by M. Eldridge Blanton III, Esq. BACKGROUND The Tax Cuts and Jobs Act of 2017 (TCJA) took effect on January 1, 2018. Taxpayers filing in 2019 will use TCJA provisions to report their 2018 taxes. Owners of small Read More…

Posted in Business Succession Planning, Estate Planning

Gifting in the New Year

Written By Carmen Sheppard
Posted on January 8, 2019

Article written by Kevin O’Donnell, Esq. Everyone likes receiving gifts but most do not associate gifting with estate planning.  Many of our clients use gifting as a part of their estate plan for several reasons.  By giving while you are Read More…

Posted in Estate Planning