In this podcast, Chris Madrid from our Family Wealth and Individual Tax Planning Group discusses wills – how to avoid family disputes over a will and a few steps you can take now:
Protect your will from legal challenges
Include your family in discussions of wealth
Discuss a no-contest clause with your attorney
Invite witnesses, such as close friends or business associates
Make sure your beneficiaries can locate and are aware of your will
In this podcast, Anu Joshi from our Family Wealth and Individual Tax Planning Group discusses the top 5 non-tax related reasons you need an estate plan, from dividing your wealth to protecting your well-being.
In this podcast, Chris Madrid from our Family Wealth and Individual Tax Planning Group discusses the recently released draft of the new Form 1040 and the changes taxpayer’s should look out for.
Dana Brody-Brown & Kathryn G. Spelman, Attorneys from Hoge Fenton, spoke at the ASL Emerging Business Group’s best practices seminar on, “Intellectual Property (IP) Essentials for Emerging Businesses.” In this podcast, Dana and Kathryn shared how important it is to plan ahead and address IP early. Consider addressing IP early, “even if you cannot execute on the plan immediately so that you can identify any risk areas and identify priorities for obtaining protection.”