How Far in Advance Can I Begin My Estate Planning?

Posted by James M. Kreitler | Nov 17, 2023 | 0 Comments

You can create your estate plan at any time, but many people choose to begin the process sooner rather than later. Why? Because you never know when life-changing medical or financial emergencies can strike that will require someone else to manage your affairs during your lifetime.  When Should Y...

Four Things Your Spouse Should Know Before You Die

Posted by James M. Kreitler | Oct 19, 2023 | 0 Comments

It is normal for married couples to share almost every aspect of their lives with each other. But when it comes to death, even the closest couples might become tight-lipped about certain topics. According to one study, half of all couples fail to discuss their dying wishes.  Death is final for t...

SECURE 2.0 Act

Posted by James M. Kreitler | Oct 13, 2023 | 0 Comments

How It Affects You and Your Retirement Account Beneficiaries On December 29, 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0 Act). The previous SECURE Act in 2020 made several changes to retirement planning: It increased the required ...

Have You Chosen the Right Trustee?

Posted by James M. Kreitler | Oct 05, 2023 | 0 Comments

Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones. What is a trust? A trust is an agreement between an owner of accounts...

Have You Thought Through Your Retirement Plans?

Posted by James M. Kreitler | Sep 29, 2023 | 0 Comments

Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on the next phase of your life. However, before you begin this next chapter, you need to make sure that you have fully thought through this ...

You Can Benefit from Giving Gifts

Posted by James M. Kreitler | Sep 15, 2023 | 0 Comments

A benefit of working hard is sharing the fruits of your labor with your loved ones. However, gift or estate tax consequences may impact high net worth clients when they share their wealth. By crafting a comprehensive estate plan, we can address these concerns and protect high net worth clients an...

Why You Want to Avoid Intestacy

Posted by James M. Kreitler | Aug 11, 2023 | 0 Comments

About two out of three Americans will die without a will. This is known as dying intestate. While the reasons for not having a will vary, the end result is the same for everyone: they do not get to choose who receives their property when they die. Instead, their money and property are distribu...

Trust Funding: Setting Your Trustee Up for Success

Posted by James M. Kreitler | Aug 03, 2023 | 0 Comments

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing. However, signing the trust agreement doesn't end the estate planning process: To work prope...

Trust Funding: Is Everything Titled Correctly?

Posted by James M. Kreitler | Jul 26, 2023 | 0 Comments

Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document drafted and signed is not enough. For any trust to be effective, you must complete the process of funding your trust as soon as you can. But what exactly is funding...

Why You May Have to Open a Legal Probate Proceeding

Posted by James M. Kreitler | Jul 14, 2023 | 0 Comments

Probate is the legal process for recognizing the validity of a person's will after their death and appointing the nominated decision maker. This person, also known as an executor or personal representative, administers the deceased person's estate and ensures that their money and property are tra...

A Trust Is the Best Option to Avoid Probate

Posted by James M. Kreitler | Jul 07, 2023 | 0 Comments

Ideally, when someone passes away, the paperwork and material concerns associated with the deceased's passing are so seamlessly handled (thanks to excellent preparation) that they fade into the background, allowing the family and other loved ones to grieve and remember the deceased in peace. I...

Pass-Through Taxation: What You Need to Know

Posted by James M. Kreitler | Jun 06, 2023 | 0 Comments

Most US businesses have a pass-through taxation structure: they are not subject to corporate tax. Instead, they have their income “pass through” to their owners to be taxed on their individual income tax returns. Pass-through businesses have simpler filing and a lower tax rate than C corporation...

What You Need to Know about Articles of Organization

Posted by James M. Kreitler | Jun 06, 2023 | 0 Comments

The limited liability company (LLC) is a popular entity structure among small business owners that provides governance and taxation flexibility and shields personal assets from business liabilities. To enjoy the benefits and legal protections of an LLC, however, owners must register their compan...

How to Put Business Interests into a Trust

Posted by James M. Kreitler | Jun 06, 2023 | 0 Comments

When forming your business, you may choose to structure it as a sole proprietorship, partnership, limited liability company (LLC), or corporation. Each type of structure offers different levels of asset protection and affects how much you pay in taxes. But owners can exert further control over th...

Planning a Barbecue Is Like Planning Your Estate

Posted by James M. Kreitler | May 09, 2023 | 0 Comments

For many, Memorial Day weekend signals the beginning of summer and enjoying warm-weather activities, including backyard barbecues with friends and family. Although a cookout may be an informal affair, planning is crucial to its success. This is true for estate planning, too. Just as preparations ...

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