Articles

Check: Asset Protection Strategies
September 14, 2021
Riley Carbone Kern

Check: Asset Protection Strategies

The basics of asset protection: 1) Understand protected asset classes; 2) Get the timing right; 3) Don't forget about insurance; 4) Choose the right entities; 5) Consider trusts.

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Like-Kind Confusion: How to Take Advantage of a 1031 Exchange
September 4, 2021
Riley Carbone Kern

Like-Kind Confusion: How to Take Advantage of a 1031 Exchange

If you're selling a business or investment property, how can you avoid paying tax on the gain at the time of sale? Considering using an under-utilized strategy called a 1031 Exchange.

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How to Keep Your Plan Current
August 31, 2021
Riley Carbone Kern

How to Keep Your Plan Current

When is the right time to update your estate plan? Here are the key factors to consider.

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Wills and Trusts: The Big Differences
July 23, 2021
Riley Carbone Kern

Wills and Trusts: The Big Differences

What's the difference between a Will and a Trust? We briefly describe the biggest differences between what these documents are and what they can accomplish for you.

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After "Yes" but Before "I Do": Prenuptial Estate Planning
July 15, 2021

After "Yes" but Before "I Do": Prenuptial Estate Planning

The law doesn't recognize your love. Not yet, anyway. If you want your fiancé to have rights and benefits before you are married, you need a plan.

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Don't Forget Your Digital Assets
June 10, 2021
Foster Crain

Don't Forget Your Digital Assets

What are "digital assets" and how do you make sure they're part of your estate plan?

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The Family Meeting
June 9, 2021
Laurel Carbone Kern and Riley Carbone Kern

The Family Meeting

You've created an estate plan. Well done. Now it's time to communicate your plan effectively to everyone it will impact. How should you structure a family meeting to discuss your estate plan?

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Blockchain & Your Estate Plan
May 7, 2021
Riley Carbone Kern

Blockchain & Your Estate Plan

With an increasing number of clients who own blockchain assets, it is important to effectively integrate these assets into estate planning strategies and documents. If you have blockchain assets, here are some basic things that need to be part of your estate plan.

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Making Sense of SECURE
April 30, 2021
Riley Carbone Kern

Making Sense of SECURE

The IRS Publication 590-B raises questions about how the SECURE Act will work for most beneficiaries of inherited IRAs. The agency has stated the Publication was in error and has issued new instructions.

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Estate Planning for Business Owners: Can Your Trust Own Your S Corporation?
April 27, 2021
Foster Crain

Estate Planning for Business Owners: Can Your Trust Own Your S Corporation?

I have a trust and an S corporation. How can I make sure they work well together when I'm gone?

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Revocable Trusts

Irrevocable Trusts and Asset Protection

Special Needs Planning

Probate & Estate
Administration

Last Will & Testament

Medicaid Asset Protection Planning

Guardianship for
Incapacitated Adults

Trust Administration

Business Succession

Veterans Aid &
Attendance Planning

Testimonals

Schedule Appointment

Irrevocable Trusts and Assets

Trust Administration

Business Succession

Medicaid Asset Protection Planning

Revocable Trusts

Probate & Estate Administration

Special Needs Planning

Last Will & Testament

Guardianship for Incapacitated Adults

Veterans Aid &
Attendance Planning