Sarah's Law Firm's Profile

“You love your grandmother, and you don’t want her to die any time soon. But. But! She has a to-die-for set of silverware with a chic, subtle floral cleft in the handle.” Continue reading

Posted Jul 22, 2021 at Sarah's Law Firm

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Should a Trust Be a Component of My Estate Planning?

“Do I need a trust in case something happens to me?” Continue reading

Posted Jul 21, 2021 at Sarah's Law Firm

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How Can I Be a Super Executor?

“The wave of people prompted by the COVID-19 pandemic to write their wills is creating yet another wave in estate planning: all the people being asked to one day put those wills into effect.” Continue reading

Posted Jul 20, 2021 at Sarah's Law Firm

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New Rules for Burial at Arlington National Cemetery

“Army officials expect to unveil their final rule changes for burial eligibility at Arlington National Cemetery sometime this fall, after they finish sorting through significant public feedback on plans to restrict which veterans can choose the site as their final resting place.” Continue reading

Posted Jul 19, 2021 at Sarah's Law Firm

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How to Simplify Estate Planning

“Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.” Continue reading

Posted Jul 18, 2021 at Sarah's Law Firm

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Is a Handwritten Will a Smart Idea?

“A holographic will is a will handwritten by the testator (the maker of a will). Holographic wills are recognized in about half of the states in the United States." Continue reading

Posted Jul 16, 2021 at Sarah's Law Firm

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Should I Include an Annuity in Estate Planning?

Not all annuities are alike, and some may not be appropriate for you. How much do you know about these investment products?” Continue reading

Posted Jul 15, 2021 at Sarah's Law Firm

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Tell Me again Why Estate Planning Is So Important

“We all have heard about family conflict stories. Someday, someone with the capital dies, and there is a war among family members.” Continue reading

Posted Jul 14, 2021 at Sarah's Law Firm

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Will Melinda Gates Change Estate Plan after Divorce?

“Maybe those poor Gates kids are getting more than $10 million after all.” Continue reading

Posted Jul 13, 2021 at Sarah's Law Firm

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Do I Need an Estate Plan If I’m Not Married?

“If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.” Continue reading

Posted Jul 12, 2021 at Sarah's Law Firm

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What are Top ‘To-Dos’ in Estate Planning?

“The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.” Continue reading

Posted Jul 11, 2021 at Sarah's Law Firm

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Why Is Estate Planning So Important?

“The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have now changed, and anyone who has anything to leave behind needs to plan their estate.” Continue reading

Posted Jul 10, 2021 at Sarah's Law Firm

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What are Biggest Blunders Folks make after 50?

“Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but otherwise feel the same as before.” Continue reading

Posted Jul 9, 2021 at Sarah's Law Firm

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What to do If Someone Wants to Buy Your Business

“You may be running your business for years without any thoughts of selling and then suddenly receive an offer to buy your firm. It could be from a private equity group, a competitor or a key customer or supplier.” Continue reading

Posted Jul 8, 2021 at Sarah's Law Firm

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Are Roth IRAs Smart for Estate Planning?

With President Biden’s proposed tax increases, it is wise to leverage Roth conversions and other strategies while tax rates are historically low—and the original Secure Act of 2019 made Roth IRAs particularly valuable for estate planning. Roth Conversions and Low Tax Rates. Though tax rates for some individuals may increase... Continue reading

Posted Jul 7, 2021 at Sarah's Law Firm

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Does a Prenup Make Sense?

“As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.” Continue reading

Posted Jul 6, 2021 at Sarah's Law Firm

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Do I Need to Tweak My Life Insurance for My Second (or Third) Marriage?

“Marriage isn’t necessarily simpler the second time around, especially when it comes to your finances. For one, when you remarry — or marry for the first time later in life — you are faced with what best to do with assets you acquired before you tied the knot again, including your life insurance coverage.” Continue reading

Posted Jul 5, 2021 at Sarah's Law Firm

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What are the Most Popular Estate Planning Scams?

“Estate planning offers are everywhere – on television, on the internet, through phone solicitations and even through in-person presentations (albeit less so with the COVID-19 pandemic). So, how do you ensure that your intentions are captured in your estate planning documents and no one is taking advantage of you?” Continue reading

Posted Jul 4, 2021 at Sarah's Law Firm

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How Does Step-up Basis Work in an S-Corp?

“My sister, her husband and I own an S Corporation with 25%, 25% and 50% ownership, respectively. The S Corporation invests in rental properties. My brother-in-law passed away earlier this year, so does my sister get a step-up in basis for her husband’s portion?” Continue reading

Posted Jul 3, 2021 at Sarah's Law Firm

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Will Vets Get Relief for Toxic Exposure?

“Congress may be on the verge of passing the most comprehensive legislation dealing with military toxic exposure issues in 30 years, potentially granting new health care and disability benefits to one out of every five living American veterans.” Continue reading

Posted Jul 2, 2021 at Sarah's Law Firm

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Does the New COVID Relief Bill have an Impact on Seniors?

“Besides the third round of stimulus payments, multiple expanded tax credits for parents are perhaps the most widely known provisions of the COVID-19 relief bill that President Joe Biden signed into law on March 11. But the expansive legislation, formally known as the American Rescue Plan Act of 2021, contains provisions that affect Americans of all ages, even retirees.” Continue reading

Posted Apr 23, 2021 at Sarah's Law Firm

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Why Is Family of a Texas Governor Fighting over His Estate?

“The Kate Marmion Charitable Foundation, an entity created to support people and programs in Uvalde and South Texas, has become ensnared in a lawsuit involving the family of the late former Gov. Dolph Briscoe Jr.” Continue reading

Posted Apr 22, 2021 at Sarah's Law Firm

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Should a Trust Be Part of My Estate Plan?

“What are the advantages of putting assets into a Trust?” Continue reading

Posted Apr 21, 2021 at Sarah's Law Firm

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Can an Attorney Help with Estate Planning?

“Using a lawyer is always a better choice than going through the process independently.” Continue reading

Posted Apr 20, 2021 at Sarah's Law Firm

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The Latest on Aretha Franklin’s Estate

“Aretha Franklin was initially thought to have died without a Will, but now still another document that may represent her last wishes has been found.” Continue reading

Posted Apr 19, 2021 at Sarah's Law Firm

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