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The Estate Tax Exemption Could Be Changing in 2022: What to Know

The pending changes to estate tax and gift taxes are on the table right now. Starting January 1, 2022, your grantor trust and tax-free gift limitations may be changing. Right…

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Breaking Down the 2022 Proposed Tax Changes Regarding Grantor Trust Rules

Grantor trusts are a widely used strategy in estate planning. This strategy includes transferring your assets to a trust so that all of your assets and finances do not go…

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Estate Planning Basics Part 3: Advance Healthcare Directive & Beneficiary Selection

Today we are continuing our discussion about estate planning, focusing on this article and the topics of Advance Healthcare Directive and Beneficiary Selection. Many families don’t understand the importance of…

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Estate Planning Basics Part 2: An In-Depth Look at Wills, Trusts, and DPOA

In our previous article about estate planning, we looked at an overview of the most critical elements everyone needs to include in their estate plan. Today, we are breaking it…

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Estate Planning Basics Part 1: Estate Planning Overview

Estate planning isn’t only for the wealthy – preparing an estate plan is an essential step for people at all income levels. Anything that you own is part of your…

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Business Succession Planning Checklist – The 6 Step Guide

It doesn’t matter if your small business is just starting out or if it’s been around for years – you always need to think about the future. Business succession planning…

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From Family to Financials: Shoup Legal’s Top 10 Estate Planning Tips for 2021 and Beyond

Proposed legislation in Washington DC means the federal tax climate is likely to change sooner rather than later, but that’s not the only reason you should be thinking about your…

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Starting a Business? Which Business Entity is Right for You?

Small businesses are the backbone of the American economy, responsible for more than 44 percent of the country’s economic activity and two-thirds of all new jobs. Starting and growing a…

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Almost Half of American Adults, 18 to 34, Have Been Motivated by COVID-19 to Begin Estate Planning

Here are Your Next Steps If the COVID-19 Pandemic and ensuing shutdowns taught us anything, it’s that life and our plans can change fast. In 2020, some of us learned,…

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Properly Prepared Estate Plans Go Beyond Real Estate to Include Other Valuable Possessions

  When we think about Estate Planning, we usually focus on real estate, such as primary residences, vacation homes, and commercial property and how those assets get handled upon our…

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Why Life Insurance Could Be Vital to Your Estate Planning Strategy

Life insurance policies are emerging as important estate planning tools, which is especially important with so much tax uncertainty for the future. While the status quo is likely for now,…

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Major Tax Changes May Be Afoot: Is Your Small Business Ready?

There’s a new administration in Washington D.C. and you don’t need a crystal ball to realize major tax changes are on the horizon. The good news, relatively speaking, is that…

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      • Wills and Trusts
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      • Powers of Attorney
      • Advanced Medical Directives

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