𝗟𝗮𝘄 𝗢𝗳𝗳𝗶𝗰𝗲 𝗼𝗳 𝗦𝘁𝗲𝘃𝗲𝗻 𝗪. 𝗧𝗮𝗿𝘁𝗮

01/06/2025

𝗧𝗵𝗲 𝗖𝗼𝗿𝗲 𝗼𝗳 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴

The core of the estate planning process is the life of a unique human being. Assets are merely a means to an end; therefore, a successful plan will merge money with life goals.

All inquiries in estate planning have financial implications that guide the plan design; without an honest and personal dialogue, your life goals happen by default instead of by design. If you proactively address your estate planning needs, you can create a wealth of peace of mind knowing you have provided as you wish for your beneficiaries.

01/01/2025

12/30/2024

Anyone who owns property jointly should be familiar with the consequences of joint ownership.

Catch-up on the latest industry news, learn useful tips and receive valuable guidance in Steve’s exclusive TartaTalk Estate Planning Blog!

12/27/2024

Estate planning caters to more than the properties involved. That is one of the primary reasons why you should involve an Estate Attorneys.

12/19/2024

𝟭𝟮 𝗮𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲𝘀 𝗼𝗳 𝗧𝗿𝘂𝘀𝘁𝘀

If you are considering establishing a trust, an experienced trust lawyer can act as a guide, ensuring that you establish the right trust to meet your own personal needs.

1. Providing for the management of assets for beneficiaries who cannot or cannot yet or do not want asset management, such as in the case of minors or individuals who are incapacitated.

2. Providing for a person’s spouse, and making sure that your selected beneficiaries receive their inheritance as opposed to a new spouse and their family.

3. Protecting against future creditors of the trust’s beneficiaries, including a child’s or grandchild’s potential ex-spouse(s).

4. Protecting assets against creditors and judgments and providing for persons with disabilities or special needs.

5. Segregating assets acquired prior to marriage from assets acquired during the marriage.

6. Controlling the management and disposition of interests in businesses, or real estate, and other important assets

7. Providing for charity, at present or in the future

8. Providing the funding of buy-sell agreements

9. Receiving retirement plan proceeds and administering them appropriately

10. Caring for parents or others who need financial assistance

11. Permitting funds earned by a trust to be distributed to its beneficiaries, but with the Grantor (creator) of the trust paying all applicable income and capital gains taxes.

12. Permitting funds to be applied to the benefit of one or more beneficiaries, rather than to be owned by or paid to these beneficiaries

12/18/2024

𝗔𝗿𝗲 𝗧𝗵𝗲𝗿𝗲 𝗔𝗻𝘆 𝗘𝘅𝗲𝗺𝗽𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗧𝗮𝘅 𝗶𝗻 𝗡𝗲𝘄 𝗝𝗲𝗿𝘀𝗲𝘆?

12/09/2024

𝗘𝘀𝘁𝗮𝘁𝗲 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝗶𝗻 𝗡𝗲𝘄 𝗝𝗲𝗿𝘀𝗲𝘆

Sometimes it’s hard to think about death and all the implications associated with it. But death will come for everyone, so preparing for it is a wise move. If someone has passed away, estate administration may be necessary to care for the deceased’s assets and debts.

12/05/2024

12/02/2024

𝗪𝗵𝗮𝘁 𝗮 𝗣𝗿𝗼𝗯𝗮𝘁𝗲 𝗟𝗮𝘄𝘆𝗲𝗿 𝗗𝗼𝗲𝘀

Probate is a legal process for the distribution of assets from an estate. This means that a probate court gives the deceased person’s will full legal force and effect. If you are named an executor or administrator of someone’s will, you may be required to handle their probate case.

𝐂𝐨𝐧𝐭𝐚𝐜𝐭 𝐓𝐚𝐫𝐭𝐚 𝐋𝐚𝐰 𝐟𝐨𝐫 𝐩𝐫𝐨𝐛𝐚𝐭𝐞 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐚𝐭 (𝟐𝟎𝟏) 𝟒𝟒𝟒-𝟖𝟒𝟒𝟖 𝐟𝐨𝐫 𝐚 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 𝐭𝐨𝐝𝐚𝐲