If you are considering converting to a Roth IRA, now may be a good time to do so, as tax rates are currently low and markets have come down from their previous highs. You will need to act quickly, as the deadline for converting for 2024 is December 31.

Your home is likely your family’s most valuable asset, making proper estate planning essential to ensure it passes efficiently and securely to your heirs. Including your home in a trust is often the smartest choice, offering numerous advantages over other planning strategies. In this blog, we’ll explore how trusts work and why they’re a key tool for protecting your home. Consult us, your Personal Family Lawyer®, to determine the best approach for your unique circumstances.

Estate planning is crucial for business owners, as it ensures the smooth transition of your business in case of your incapacity or death. Without a proper plan, your team, clients, and family could face dire consequences. A will alone is not sufficient, as it requires probate, which can be a lengthy and expensive process. A trust, on the other hand, allows for the immediate transfer of assets, avoiding probate and potential disputes. It’s also important to have a durable power of attorney in place to manage your business affairs if you become incapacitated. By taking these steps, you can secure your business, your legacy, and your family’s future.