Law Office of Lee Craig

01/21/2019

“I have decided to stick with love. Hate is too great a burden to bear.”

01/18/2019

Given the complexity of family structures, liability exposure, and many other variables, getting a more tailored option for your planning documents can accomplish your goals and protect those you love.

01/16/2019

If your trusts are all in your home state you might be losing income tax benefits, asset protection benefits, and more.

01/09/2019

Is your laptop encrypted? If you have your financial data and estate planning documents on it, it should be.

01/03/2019

If you don’t have a team, form one. Include the functional expertise your plan needs. Your team should likely include more than your CPA and wealth adviser.

01/01/2019

Wishing you peace and laughter in the New Year!

12/25/2018

We wish the best for you and your family today. Merry Christmas and Happy Holidays to all!

12/24/2018

While passing along liquid assets like stocks, bonds and cash can be straightforward, “hard” assets like property, art and jewelry are not always as simple.

Splitting up money is easy. Splitting up an antique car or a vacation home isn't. And unless you plan ahead by answering these three questions, your family could be in for some strife.

12/21/2018

The Internal Revenue Service has announced the official estate and gift tax limits for 2019.

Even if you don’t have a taxable estate, you still need an estate plan.

12/19/2018

A variety of funeral expenses are deductible on estate or inheritance tax returns.

This article explains how much you can deduct for funeral expenses and what expenses are considered reasonable funeral expenses.

12/13/2018

What is a POLST and how does it differ from an Advance Directive?

A POLST paradigm (sometimes referred to as a MOLST) is a Physician's Orders for Life Sustaining Treatment. Do you need one?

12/11/2018

It's important that you and your chosen trustee both understand the responsibilities and personal liabilities associated with carrying out your plans.

Who is the right person to watch out for your interests after you're gone: A family member, a member of your financial team, a bank, a professional trustee? To find the right answer, ask yourself the right questions.