Billionaire investor Warren Buffett has a simple estate planning suggestion: Talk to your kids about your estate plan. “Be sure each child understands both the logic for your decisions and the responsibilities they will encounter,” he stated in comments released last month to shareholders of his…
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The criminal case of Lyle and Erik Menendez has long captivated the nation with renewed interest following the release of the Netflix series, “Monsters: The Lyle and Erik Menendez Story,” co-created by Ryan Murphy and Ian Brennan. Lyle and Erik Menendez’s opportunity for freedom remains in…
There are just two weeks until the presidential election on Tuesday, November 5. Voters in nearly a dozen states have started casting ballots as early voting rolls out for the general election. Estate planning in an election year may involve considering potential changes in government policies, economic…
It is the purr-fect month to spotlight pets and estate planning. Coinciding with the dog days of summer, September is known as Responsible Dog Ownership Month, National Service Dog Month, and National Pet Health Insurance Month. Additionally, National Dog Week runs from Sept. 24-30. Read…
Media mogul Rupert Murdoch is making news with an effort to change an irrevocable trust. The 93-year-old Murdoch has been trying to alter a trust to ensure his oldest son, Lachlan, stays in charge of his media properties. Trusts are private documents that don’t get filed in…
We are pleased to announce that our new user-friendly website is live. The Law Offices of Max J. Paul has made it even easier to find estate planning information and resources thanks to a fresh design and menu. Peruse the latest features and tools of our reimagined website…
Summer offers a unique opportunity for families to enjoy more relaxed schedules and engage in conversations that they might not have time for during the busy school year. As you gather with loved ones, make space for a conversation with those who mean the most about…
Whether you are a first-time client, a repeat client or referring your friends and family to us, The Law Offices of Max J. Paul are deeply honored and privileged to serve you. Gratitude and estate planning go hand in hand. Your estate planning documents should…
Despite their wealth, about one-third of high-net-worth families have not taken the basic steps to develop an estate plan. People with investable assets of $1 million or more often do not have an estate plan. The consequences of such inaction can be significant and dire. …
Tax-focused estate planning can help you reduce or eliminate the impact of taxes on your family’s wealth. Estate planning is necessary for anybody who has assets. When it comes to estate planning, tax efficiency is a crucial aspect that can significantly affect the value of your…