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Stewart Law, P.A. Blog

Business and Corporate, Business Formation, Corporate Governance, Estate Administration, Estate Planning, Probate, Succession Planning, Wills and Trusts

45th Annual Kiawah Estate Planning Conference Review

Kiawah Island, South Carolina hosts an Estate Planning continuing education conference in July of every year. It’s an important event in
Business and Corporate, Business Formation, Corporate Governance, Estate Administration, Estate Planning, Probate, Succession Planning, Wills and Trusts

It’s Almost Election Time: How this could affect your estate plan and some proactive solutions

In the context of the current election, it’s important to proactively plan for potential shifts in tax laws and regulations
Business and Corporate, Business Formation, Corporate Governance, Estate Administration, Estate Planning, Probate, Succession Planning, Wills and Trusts

Step-Up in Basis at Death

A number of topics may motivate someone to consider estate planning.  A change in family circumstances, a reminder of mortality,
Business and Corporate, Business Formation, Corporate Governance, Estate Administration, Estate Planning, Probate, Succession Planning, Wills and Trusts

Good Intentions, Bad Results

When children are tasked with the responsibility of caring for aging parents, they are often intimately involved with financial care
Business and Corporate, Business Formation, Corporate Governance, Estate Administration, Estate Planning, Probate, Succession Planning, Wills and Trusts

6 Common Estate Planning Mistakes And How To Avoid Them

Estate planning ensures your wealth takes care of you and the ones you care about. Unfortunately, many people make common
Business and Corporate, Business Formation, Corporate Governance, Estate Administration, Estate Planning, Probate, Succession Planning, Wills and Trusts

The Power of Family Unity: Involvement in Legacy Estate Planning

Estate planning isn’t just about numbers and assets; it’s about the legacy you leave behind for your loved ones. In
Business and Corporate, Business Formation, Corporate Governance, Estate Administration, Estate Planning, Probate, Succession Planning, Wills and Trusts

Here Comes The Will – Newlywed Estate Planning Guide

Congratulations!  Now that you have said your vows and “I do”, it’s time to dive in and plan your future
Business and Corporate, Business Formation, Corporate Governance, Estate Administration, Estate Planning, Probate, Succession Planning, Wills and Trusts

Addressing Heirlooms And Personal Property In Your Estate Plan

Preparing an estate plan is a process that most often affects many people beyond the person or couple creating the plan. 
Business and Corporate, Business Formation, Corporate Governance, Estate Administration, Estate Planning, Probate, Succession Planning, Wills and Trusts

Estate Planning “201” and the Sunsetting Estate and Gift Tax Exemption

2 years.  24 months.  That is the runway we have under current law before the Estate Tax Exemption (currently $13.61M