Is Your Estate Plan Finished? Include This Info To Be Sure
- November 2, 2023 | By Shawna L. L'Italien | Estate Planning
To complete your estate plan, be sure to compile this list of important information.
Document Online Account Passwords to Support Effective Estate Planning
- February 16, 2022 | By Neil H. Maxwell | Estate Planning
There are several steps to consider when it comes to password documentation.
Planning Preserves Relationships, Wealth For Family Businesses
- March 16, 2021 | By Shawna L. L'Italien | Business & Employment, Estate Planning
Succession planning is a subject every family owned business must consider.
3 Ways to Avoid Probate Court Without a Trust
- December 20, 2020 | By Shawna L. L'Italien | Estate Planning, Family Law
HHM lawyer Shawna L’Italien describes three estate planning strategies for avoiding probate proceedings without setting a trust.
Advance Planning Needed for Effective Business Succession
- June 25, 2014 | By Shawna L. L'Italien | Business & Employment, Estate Planning
Business owners spend much of their lives building up their businesses but often fail to plan for succession. This lack of planning can invite unfavorable consequences for the owner’s financial picture, his or her family, the business itself and its…
Seek Qualified Counsel For Tax Strategy On Oil & Gas Lease Bonuses
- May 25, 2011 | By Alan D. Wenger | Estate Planning
As property owners who have successfully negotiated an oil and gas lease receive the welcome bonus check, it is only natural to want to avoid paying taxes to the extent legally possible. The tax impact of a bonus payment will…
Nursing Home Moves Raise Critical Issues
- December 15, 2008 | By Neil H. Maxwell | Estate Planning
Many families must rely on the U.S. government's Medicaid program to pay the costs of a loved one's lodging and care at a nursing home. Qualifying for Medicaid can be a difficult process, full of financial, legal and emotional challenges….