Law Office of Jonathan Vernon, PLLC

11/14/2018

Most people don’t realize that the seemingly simplest of estate planning documents – the will – isn’t as simple as it might sound.

Most people know the basic documents needed in an estate plan. But what most don’t know is that the seemingly simplest one, the will, isn't so simple.

11/12/2018

Our digital assets are just as important as our physical assets. Especially when they're an investment.

To ensure that clients' digital assets are passed on to heirs and beneficiaries advisors should review and take these important measures.

11/08/2018

The new legislation effectively eliminates the federal estate tax for all but the wealthiest individuals.

The tax reform enacted at the end of 2017 will have a far-reaching impact on many areas of tax and financial planning.

11/06/2018

Poor communication can lead to a breakdown in trust.

Communication is the key, but you have to be careful how you go about it. You need to prepare your family first, and it helps to set some ground rules.

10/31/2018

Happy Halloween! Enjoy yourself and stay safe tonight!

10/29/2018

Every bit of feedback matters to us – We’re excited to hear from you!

10/24/2018

We say it all the time, but everyone really needs their own estate plan, regardless of age.

Although we typically associate the term “estate” with the ultra-wealthy, estate planning is not just for the rich. Everyone, regardless of family dynamics or financial status, can benefit from having an estate plan—a collection of documents that specify how you want your assets distributed.

10/22/2018

A surviving spouse should always have his or her own will and trust reviewed.

As soon as you are able, you have some legal documents to review and plans to update to protect both you and your heirs.

10/18/2018

A trust cannot exist without at least one beneficiary other than the person who created the trust.

10/16/2018

A family trust must always have at least one trustee.