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Succession: What Happens to Your Business When You Die?
The preservation of the wealth you have built depends on a clear and strategic business plan as part of that plan you need to consider succession. What happens to your business when you die? If you are an owner of a private or family-owned business and have no succession plan, your interest in your business will…
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SOCIAL DISTANCING In 2020
Now is not the time to panic. But it is the time to prepare. We are facing an unprecedented situation. It is difficult to know what to do and hard not to feel at least a little scared. The Coronavirus / COVID 19 seems to be taking over the entire globe at a rapid pace.
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Women and Wealth
Women control more private wealth than ever before. Today, women control 1/3 of US household investment assets and 51%, of all personal wealth in the US. Women are poised to control a majority of the investment assets as well. In fact, some financial experts predict that women’s control over personal wealth will increase 30% to…
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Coronavirus Covid-19 Outbreak
As the Coronavirus has progressed, there has been an increase in the number of people contacting our office to ensure their affairs are in order. All the media attention seems to have put estate planning back on the top of their to-do lists. There is no way to know how the coronavirus will impact us…
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YEAR IN REVIEW – 2019
2019 has been a year of growth for the Rebecca Mason Law firm. Early in 2019, it became clear that the firm’s workload was too high for me to be out of the office two full days each week at the Municipal Court. After I made sure that the court had transitioned from its carbon-less…
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Estate Planning: a Perfect Side Dish to Thanksgiving Dinner
Thanksgiving can be a happy time to visit with your friends and family. People often take this time to reflect on what you have to be thankful for and often that is your loved ones. It is also a perfect time to talk about your estate plan. One of our clients started a tradition a…
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You Can’t Take It With You! – A Halloween Candy Story.
After a night of trick or treating, our son consumes nearly all of his Halloween candy before we make it home. If it were left up to him, he would eat the entire bucket that night. In contrast, one of our daughters will first organize her candy into chocolate, gummy, hard candy, etc. She will…
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Elder Law Attorney v. Internet
In the age of Pinterest boards, YouTube videos, and political Tweets a “do it yourself” mentality pervades our society. DIY can be a good route for home decor, it’s not always the best idea for estate planning. An experienced elder law attorney can help you put together an estate plan that works for you, your…
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When Beneficiary Designations Fail
Beneficiary designations are an efficient and effective way to transfer your inheritance to your loved ones without them having to go through a costly and lengthy probate. In many cases, it is relatively simple. As an example, let’s imagine our client, Sue, is a widow with two adult children. Sue wants them to inherit her…
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If friends jumped off a cliff, would you follow?
“You must live in the present, launch yourself on every wave, find your eternity in each moment. Fools stand on their island of opportunities and look toward another land. There is no other land; there is no other life but this.” Henry David Thoreau A little earlier this summer, we took our kids to Door…
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