Our goal is to create the best possible estate plan for you. To achieve that, we spend as much time as we need to get to know you, your family’s circumstances, and to thoroughly understand what your goals are.
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We Can Help You Understand How the New Rules for IRAs Affect You. New rules for IRAs became effective on January 1, 2020. The Act is the most significant legislation affecting IRAs in decades.
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I hope your business had a fantastic 2019! Now is the time to implement planning for 2020. At the top of the list: whether your business should incorporate or become an LLC for the next tax year.
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We do a lot of "last-minute" estate plans for people who planning a trip (or who are having surgery). People think they don't have time. It is my job to make the process as easy as possible for you.
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Were your documents signed in the 80s or 90s, or the early 2000s? If so, your documents are likely terribly out of date. Federal estate taxes, gift taxes, and generation-skipping transfer taxes went through major changes during these years.
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Starting a business is a big undertaking with a lot of moving parts. One big consideration should be whether to form an LLC or incorporate. Both forms of ownership can help protect your personal assets from your business liabilities.
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Who should you choose to be your successor trustee? If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs. Eventually, someone else will need to step in when you are no…
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Creating a revocable trust gives you flexibility over your assets while you’re alive and also clearly states your intentions should you become incapacitated and unable to manage your affairs, as well as after your death.
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Have questions about how to start, manage, or operate a business? Confused about which laws apply to you? DeCarli Law can help. As business attorneys, we understand the challenges you face and can help you to achieve your goals.
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