Estates, Trusts and Administration
Protecting your assets from creditors (“asset protection”) is a topic you don’t think much about until a triggering event, and then it can jump to the top of your priorities. The triggering event may be an accident with personal injuries on your property, a contract commitment turning bad, or involvement in a financial project where […]
Many folks have not considered holding a family meeting in a slightly more formal setting like one of your advisor’s offices. There can be many advantages to these. Confidence is an important outcome that we talk about here. Do your spouse and children know what to do if you are not there? Whether they articulate […]
Succession Planning: Overcoming Procrastination and Creating Confidence If any of these sound like you, then you may be an entrepreneur who is reluctant to plan for the future of your business: (1) Need for control; (2) Strong work ethic; (3) Immortality complex. We have techniques to help business owners overcome their procrastination about succession planning. […]
September 5th is the International Day of Charity and its purpose, at least in part, is to raise awareness for charities all over the world. Helping many folks plan, as we do, how their wealth can most benefit themselves and their families and communities, it seems an appropriate occasion to share a few thoughts on […]
The 40th Annual Estate Planning Conference, held as usual in Kiawah Island, South Carolina, just concluded. Below are three takeaways we believe you’ll find useful in your practice. FLP Entities John W. Porter, an experienced tax litigator with Baker Botts LLP in Houston, Texas spoke on several topics including family limited partnership style entities. There […]
Stewart Law, P.A., a boutique corporate, trusts, and estates firm in Charlotte, North Carolina is proud to announce that Founding Partner, Todd A. Stewart has been recognized as Best Lawyers in America® 2020 in Charlotte, NC. The Best Lawyers in America® program is the oldest and among the most respected attorney ranking services in the […]