Charles Stewart

Living or revocable trusts may be beneficial. A trust can help avoid multiple probate proceedings for properties owned in multiple states. They can be a useful tool if your financial holdings are large and complicated, and can…more

The New Year is a great time to reflect on accomplishments and future plans. If you resolve to get your finances in order, an estate plan is essential to an overall financial plan. Unfortunately, seven in ten people never create…more

As the air chills and kids head back to school, thoughts turn to college plans - and for the parents, college costs. Congress, attempting to help parents save for their children’s education, enacted tax code section 529 creating…more

The loss of a life partner can be devastating, regardless of marital status and sexual orientation, but the grief is compounded for most non-married couples whose relationship is not legally recognized. Part 2 - When a will…more

“Save family farms and small businesses - repeal the death tax!” With an election looming, candidates once again dust off the estate tax issue (spun as “death tax” for emotional appeal). Unfortunately, the rhetoric doesn’t stand…more

Whether professionally prepared or done yourself, a comprehensive estate plan is composed of a number of important elements - a single omission can have serious consequences for those left behind. A properly planned and…more

The loss of a life partner can be devastating, regardless of marital status and sexual orientation, but the grief is compounded for most non-married couples whose relationship is not legally recognized…more

Lifetime gifting can be a useful - even essential - tool in your estate planning tool box…more

If you haven't taken the time to prepare a will, the State will provide one for you -- although it may not be what you had in mind…more