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Why Would I Need A Buy-Sell Agreement?
Estate Planning Attorney
Posted June 16, 2017

Many of our clients are business owners. Although these businesses tend to be successful, we have found that many of the owners do not have clearly defined succession plans. This month, we will look at one of the best ways to outline a succession plan, especially when partners or family members are involved in a […]

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Establishing a Special Needs Trust
Estate Planning Attorney
Posted June 08, 2017

In an effort to ensure that their assets and possessions go to certain family members or charities, many people create estate plans by establishing a trust or writing a will. Wills and trusts can also be used for other purposes, including establishing guardianship over a minor child or designating someone to hold power of attorney […]

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Letters of Instructions
Estate Planning Attorney
Posted May 23, 2017

Properly created wills explain how a testator wishes his or her assets to be distributed after death. While this document is crucial in estate planning, it can also be extremely helpful to draft another more informal document, known as a letter of instructions. Although the creator of a will or trust does not have to […]

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Estate Valuation
Contested Estates Attorney
Posted May 08, 2017

The value of a testator’s possessions can and does cause conflict in the administration of many estates. However, there are steps that testators and executors can take to help ensure that valuations are completed carefully and accurately. Furthermore, there are a number of federal regulations with which property owners must comply when valuing their assets […]

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