The Poulos Law Firm - Estate Planning and Business Law

07/06/2025

This questions comes up a lot. While I come across some families that use and love their timeshares. The opposite is frequently the case - particularly if they are inherited.

People who buy timeshares often don’t realize that the asset can quickly become a liability.

06/02/2025

https://tinyurl.com/2nk7b4up

12/26/2024

A very on-point article on a common problem for heirs.

My mother did an exceptional job making my inheritance process as easy as possible, but there were some ways that the experience could have been less stressful.

11/12/2024

Your estate plan is important including your health care directives.
https://www.msn.com/en-us/money/personalfinance/i-m-a-wealth-manager-who-s-spent-years-handling-family-members-estates-i-m-leaving-ironclad-legal-directives-for-my-kids/ar-AA1tSndE?ocid=msedgdhp&pc=U531&cvid=814281013fb14e2ead71f9eb1fe6084e&

Ari Brojde thought his grandmother's estate would be easy, but it took nearly three years to settle. He recommends talking ahead of time with relatives.

10/20/2024

Financial documents seniors should have "Financial information can be crucial in many instances for timely, efficient, and more affordable care," says Stuart Furman, an elder law attorney in …

10/07/2024

Millennials are saying, 'No, I don't want your stuff. I barely want my stuff."

Baby boomers spent decades buying stuff. Now they have to have difficult conversations with their kids about what to keep and what to throw away.

10/05/2024

This question comes up all of the time in probating estates. Sometimes the question is "whose debt is it?' a potential problem for spouses.

Learn about the legal and financial implications of dying with outstanding balances and what steps you can take to minimize the impact on your inheritors.

07/05/2024

Naming family members as personal representatives, executors or trustees is not doing them any favors.

The role can also entail tracking down heirs and family drama.

06/08/2024

https://www.msn.com/en-us/money/careers/how-do-i-know-if-i-m-an-exempt-or-nonexempt-employee/ar-AA1hSogb?ocid=msedgdhp&pc=U531&cvid=0ec632c3b4174d57c4c7eb7c37582439&ei=32

So, you want to be a great boss to your new team members but aren’t sure how payroll responsibilities differ when hiring an exempt vs. nonexempt employee.

05/23/2024

https://www.msn.com/en-us/money/other/naming-beneficiaries-for-inherited-iras-what-you-need-to-know/ar-BB1mo7o3?ocid=msedgdhp&pc=U531&cvid=36aec88d4c9b46049054ce711dcd9ba9&ei=9

The rules for how to handle an inherited IRA differ depending on the beneficiary, and you should also consider the tax implications of required minimum distributions (RMDs).

05/16/2024

This is a fairly common conversation with those clients who have had the good fortune to build wealth.

“It’s time we think of leaving a legacy for our two adult children.”

10/19/2023

Busan South Korea.