Our Estate Planning Blog

what is the job of an executor

What is an Executor?

One common trouble that many executors overlook: dispersing personal possessions that have little financial value but great sentimental value.

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Leftover 529 money

What Can I Do with Unspent Money in a 529 Plan?

Despite the burgeoning cost of higher education these days, you might still find yourself with unspent money in a 529 plan after your child has graduated from college. As you may know, if you withdraw the money for non-qualified education purposes, you have to pay taxes plus an additional 10% penalty on the earnings withdrawn from the account.

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Gifting Family Businesses

How Do I Gift My Business To My Son Or Daughter?

Gifting interests in a closely held business can be an effective estate planning technique. It can save on estate taxes and reward family members for their hard work in running the family business, while transitioning ownership to the younger generation.

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