Bever Dye, LC

05/21/2026

Estate planning involves more than simply filling out forms or using online templates. Learn more about the role an estate planning attorney can play in helping protect your assets and long-term wishes.

https://www.americanbar.org/groups/real_property_trust_estate/resources/estate-planning/lawyers-role/

05/19/2026

Your financial advisor can tell you why you need a Spousal Lifetime Access Trust (SLAT) to protect your wealth, but only an experienced estate planning attorney can legally build it. Read this excellent breakdown on the power of SLATs, and contact our legal team when you are ready to execute your plan.

https://www.fidelity.com/learning-center/wealth-management-insights/protect-assets-with-a-SLAT

05/18/2026

Contracts set expectations—and hidden risks—so don’t rely on templates alone. Key clauses (scope, payment, termination, dispute resolution, indemnities) can make or break a deal; contact us for a contract review to protect your business.

A business should know what makes a contract enforceable and understand key provisions beyond the main deal, such as termination and dispute resolution.

05/14/2026

Beneficiary forms on retirement accounts, life insurance, and POD/TOD accounts generally control who receives those assets — review and update your beneficiary designations after major life events to avoid unintended outcomes.

Most Americans believe their will distributes their estate, but that's not the case with retirement accounts, life insurance, and more.

05/12/2026

The 2026 tax laws offer massive wealth-saving opportunities, but your financial advisor can’t do it alone. Advanced strategies like SLATs, GRATs, and Dynasty Trusts require expert legal drafting to actually work. Read this breakdown of the new rules, then contact our attorneys to legally secure your assets.

Don't wait until it's too late! Get your estate planning strategies in place before 2025. Visit Citizens Private Bank to find out how you can prepare.

05/11/2026

Registering a federal trademark with the USPTO gives you stronger nationwide rights than state or common‑law use — if another business is using your name, preserve evidence of first use and consult a trademark attorney about cease‑and‑desist options and enforcement.

If another company takes your business name, you may want to consider speaking to a business lawyer to decide the best strategy to take. Learn next steps in this guide.

05/07/2026

An executor must inventory assets, notify creditors and beneficiaries, file the will with probate court, and submit a final accounting before distributing assets; consider consulting a probate attorney for next steps.

An executor must act in an estate’s best interest while performing all tasks necessary to lead the estate through the probate process and distribute its assets.

05/05/2026

A revocable (living) trust is flexible and can avoid probate but offers little creditor protection; an irrevocable trust is harder to change but can shield assets and provide estate-tax benefits — consult a qualified estate/trust attorney to determine which fits your situation. https://www.investopedia.com/ask/answers/071615/what-difference-between-revocable-trust-and-living-trust.asp

05/04/2026

Adding or removing a business partner involves more than updating ownership records. Learn more about the legal steps, agreements, and filings that can help protect your business during the transition.

https://www.incorp.com/resources/knowledge-base/business-partner

04/30/2026

Estate tax and inheritance tax are often confused, but they work very differently. Learn more about who pays each tax and which states may apply these rules to your estate planning.

Learn how estate and inheritance taxes differ, who’s responsible for each and which states impose them so you can be tax-efficient with the wealth you plan to pass on.

04/27/2026

Putting your home in a trust can help avoid probate, protect your beneficiaries, and give you more control over how your property is passed down. Learn more about whether this estate planning strategy is right for you.

Placing your home in a trust can help you avoid probate and protect your beneficiaries and your wishes. Here are some points to consider about having a trust as part of your estate planning strategy.