As we enter the last few months of 2022, we want to remind you that it’s a great time to start thinking about ways to end your year strong so you can truly celebrate over the Holidays. Whether it’s updating your Estate Plan or cleaning up your corporate records, our team is here to help.
By adding supplemental needs planning to your legacy or by creating a current Supplemental Needs Trust, you can greatly improve the quality of life of an individual with special needs.
Here at Stewart Law, we’re able to guide clients through this process and establish a structure that not only protects personal assets from rental property creditor claims, but also fits seamlessly into their estate plans.
In other words, the focus shouldn’t be on staying out of someone else’s business, but really overseeing all aspects of your own. We have the legal tools, including ones for the Proactive Business Owner and the Proactive Family Leader, to help you “mind your financial health”.
Please join us in celebrating and congratulating John on his new role as Partner at Stewart Law, P.A.
When you give assets to someone during your lifetime or through your estate, the gifts are subject to gift and estate taxes. Fortunately, current laws provide for a large gift and estate tax exemption—an amount you can give before you face any tax liability.
