The Pitfalls of The Limited Personal Representative

  A large part of our practice in our transactional department consists of curing title issues for real property that arise as a result of improperly probated estates. To say that another way, our clients may have done a great job probating the estate of their...

Estate Tax Exemption Sunsetting in 2026

  Many of our clients are concerned about avoiding estate taxes on their assets that they leave to beneficiaries at death. Fortunately, current regulations allow individuals to make testamentary devises to heirs up to a certain cumulative amount without paying...

Exchanging the 1031 Exchange

  A 1031 exchange, also known as the like-kind exchange, is a helpful tool and tax strategy for real estate investors that sell properties and buy replacement properties that are considered “like kind” in nature. Business owners of typical industries such as drug...

The number one estate planning document you need and why

  Our clients frequently ask us what we would recommend as the number one estate planning tool that every person should have. As attorneys, we advocate that every individual should have at least all five basic estate planning documents: a will, financial power of...