At Stewart Law we consider estate planning a form of legal planning intended to get the most value out of all that you have, tangible and intangible assets, for yourself and those you care about.
If you are someone with a valuable estate seeking to keep more of your family’s wealth intact, we will gladly talk you through some innovative ways to use this inflation adjustment to minimize taxes.
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.
Stewart Law, P.A. is pleased to announce that Todd A. Stewart has been included in the 2023 edition of The Best Lawyers in America®. Since it was first published in 1983, Best Lawyers has become universally regarded as the definitive guide to legal excellence. “Best Lawyers was founded more than 40 years ago to recognize the exceptional…
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…
We are often asked: “I’ve been named as Executor in my mother’s Will. What does an Executor of an estate do?” First, for terminology, an Executor in certain cases can be referred to as an Administrator, but the role is very similar so we’ll combine all the terms under Personal Representative, or “PR” for short. …
As estate planning attorneys, we often get the question: “Who needs an estate plan?” The answer is: “EVERYONE!” Studies have shown that only 42% of American adults currently have an estate plan in place. For the 58% of Americans who don’t have an estate plan, dealing with intestacy laws and the probate process places a…
The passing of movie icon Burt Reynolds brings to light how certain estate planning techniques differ as they unfold. Selecting a revocable trust – versus only a Will – as Burt chose to do for the benefit of his son, Quinton, has its advantages. One that’s highlighted in the current stories about Burt’s passing is…
