Does Your Buy-Sell Agreement Contain A Hidden Tax Trap?
In July of 2024, the US Supreme Court made a decision that drastically changed the way our lawyers set up succession plans for small business...
Taylor’s Story
Taylor's Story Our Podcast “Legacy Lawyers” will have some new faces (and voices). Today, we would like to introduce you to another fantastic lawyer...
Title Theft and How Planning Can Help
You may have heard of title theft. While it’s a pretty scary concept, it isn’t very common and there are some ways to protect yourself and your home...
Have You Ever Accidentally Laundered Money?
And we aren’t talking about when you accidentally leave a ten-spot in your jeans. Maybe that question sounds ridiculous to you, but what if we told...
The Corporate Transparency Act Blog
The Corporate Transparency Act: How This New Federal Reporting Mandate Impacts Estate Planning You may have heard that, beginning in January 2024,...
Nathan Croxford’s Story
Nathan’s Story In our last blog, we discussed the slightly unconventional path that our podcast host Mike Haslam took to becoming an estate planning...
Mike Haslam’s Story
Mike Haslam's Story: How I Became an Estate Attorney If you have been following our blog, you may be wondering, “Who are these people?” Well,...
Learn About The New “Legacy IRA” Blog
Learn About The New “Legacy IRA” Now being called “Legacy IRAs” a few changes set forth in the “SECURE 2.0” act have created a new way for retired...
The $11 Million Joseph Stancak Estate Case
From Unseen Fortune to Unforeseen Twist: The $11 Million Joseph Stancak Estate Case Joseph Stancak, a quiet resident of Chicago's Gage Park...
Get Free Insurance on Your Bank Account Using a Trust
Get Free Insurance on Your Bank Account Using a Trust On April 1, 2024 the regulations will be changing for FDIC banking insurance in regard to your...
Don’t Get Blindsided By A Conservatorship
Most of our readers will be familiar with the 2009 movie, “The Blind Side” which tells the “rags to riches” life story of NFL Football player...
Did the IRS Just Change the Tax Rules for ALL Irrevocable Trusts? Nope
In March of 2023, the IRS clarified the tax law with Revenue Ruling 2023-2. Some recent articles, blogs, and even TikTok videos concerning this tax...