Understanding the step-up in basis can help you make strategic decisions about which assets to retain in your estate.

One of the most common mistakes that we see is making children co-owners on accounts to easily allow children access to funds to care for parents.

Estate planning ensures your wealth takes care of you and the ones you care about.

Estate planning isn’t just about numbers and assets; it’s about the legacy you leave behind for your loved ones.

Now that you have said your vows and “I do”, it’s time to dive in and plan your future together. Unlike planning a wedding, putting an Estate Plan into place is a piece of cake when you work with Stewart Law.

Preparing an estate plan is a process that most often affects many people beyond the person or couple creating the plan.