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Monthly Newsletter

February 2018 -
Three Practical Tax Steps

In our last newsletter, we detailed many of the new individual and corporate tax laws. Here we'll take a closer look at three practical steps you should consider taking in light of these.

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January 2018 -
Big Tax Changes

We plan to address the new 2017 Tax Act changes in a couple of ways. Below is a summary of many of the major provisions, both for businesses and individuals. Later, we'll take a closer look at some practical steps you should consider in light of the new tax law.

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November 2017 -
Carrying Out Plans

One of the parts of our practice that has become important to all of us here at Stewart Law is advising Executors. Really, it's guiding families through important legal and financial decisions at a very difficult time in their lives. For example, it's rewarding to meet with someone who has a basket of letters, receipts, notices and the like (and an expression of exasperation or exhaustion), and watching them leave our office after 60 or 90 minutes with their back a little straighter, head a little higher, and an overall more relaxed demeanor.

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October 2017 -
Three Estate Planning Myths

1. Myth #1: I don't need an estate plan because I've heard Trump is going to eliminate the estate tax. While the truth of this assertion has yet to be confirmed, even a full repeal of the estate tax would not eliminate the need for a proper estate plan. Repeal of the estate tax will only benefit those who actually die during the period it lasts.

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August 2017 -
"Giving" The Business With No Tax Cost?

Let's say you have a business and want to transfer some or all of it to your children. You've been told that gifts (during lifetime or at death) over a certain limit incur a tax at a 40% rate. What if you keep your company and your children simply start a competing business?

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June 2017 -
Tackling Trust Administration

If you are like many of our clients, you may find yourself named to serve as trustee of a trust after someone passes away. First-time trustees sometimes feel overwhelmed by their responsibilities and the sudden independence they may acquire in cases where they have just completed the court-supervised estate administration process.

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