New Year’s resolutions can be daunting, especially when trying to accomplish them alone. Fortunately, our team has the expertise to provide guidance and work alongside our clients to create manageable timelines and achieve estate planning goals now and into the future.
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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.
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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.
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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.
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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 accomplishments of top legal professionals,” says Best Lawyers CEO Phil Greer. “We are proud to continue to present the most respected, unbiased legal awards worldwide.” Best Lawyers has earned the respect of the profession, the media and the public as the most reliable, unbiased source […]
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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 were a number of takeaways but a good summary is still “respect the entity.” Too many families treat these as personal bank accounts rather than business entities and do not get the results they hoped for. If your clients have these LLCs or LPs and […]
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