The rollout of a statewide electronic court filing system called Odyssey Integrated Case Management System is officially underway.
As we approach the fourth quarter of 2023, clients will start receiving end-of-year checklists from their financial advisors, CPAs, and attorneys.
Real Estate transfer scams are on the rise. If you’re transferring real property within your estate, here’s a few things to look out for.
Two of our attorneys attended the 44th Annual Estate Planning and Fiduciary Law meeting at Kiawah Island, South Carolina. Read about our 3 takeaways to consider in your own estate planning.
Summer is here! Whether your vacation property is used for personal or rental use, our team can help guide you and provide strategies for the best titling options to protect your investment.
Here at Stewart Law, we take pride in our work as “planners” of our clients’ estates. Our clients leave with the full, clear, and complete picture of the puzzle that is their estate plan.
If you are considering creating a business with an expectation of bringing on help, or if you own a closely-held business and are looking to expand, please reach out to our team. Our office can review employment or independent contractor agreements or assist you with crafting the right agreement for your situation or business.
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…
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.
With the current pandemic, election year, and unsettled economy, now is the best time to consider scheduling an annual family meeting.
Lifetime gifting, to children or others, has been a popular technique to reduce estate taxes for a long time. Currently, with estate tax exemption amounts exceeding $11 Million per person, most people do not have an urgent tax savings motivation for making gifts. However, this doesn’t mean that sticking to a gifting program is without…
As trusted advisors, we see it as our job to alert you to strategies that can help build and protect your family’s wealth and the lifestyle it supports. From a macro perspective, we see an estate tax that takes essentially no wealth from the vast majority of families, historically high federal deficits, and a real possibility…
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…
