How Tos

NEW LAW ALERT - The Corporate Transparency Act

The Importance of Funding Revocable Trusts During Lifetime: Avoiding Future Problems

Pre and Post-Drafting Steps You May Want to Include in Your Practice

Transferring a Bank Account vs. Retitling - What's the difference?

The 6 Phases of Estate Administration- Phase Six: Estate Closure, Settlement and Final Distributions

The 6 Phases of Estate Administration - Phase Five: Distributions

The 6 Phases of Estate Administration - Phase Four: Payment & Taxes

The 6 Phases of Estate Administration: Phase Three - Asset & Liability Management

The 6 Phases of Estate Administration - Phase Two: Asset & Liability Discovery

The 6 Phases of Estate Administration - Phase One: Estate Opening

The 6 Phases of Estate Administration - What are they and why they matter

Disclaimers - What is it, and what you need to know

What is a 6166 Election?

What is Margin and How Does it impact an Estate Administration?

Art In An Estate- What To Do

What Happens to A Power of Attorney After Someone Dies?

§645 Election- What is it and How is it Used?

What is Form 1040?

How To Obtain an Estate EIN

Step-up in Basis - What is it and how does it work?

15 Items to Gather After a Loved One Dies

How to sell a car directly from an estate

How to distribute a deceased person’s car to an estate beneficiary

Lost Car Title? What to do

How to Transfer Car Titles to a Surviving Joint Owner