Taxes can significantly affect your retirement plan and leave you with much less money than you thought you would have. Fortunately, you can take steps to reduce taxes, including considering whether to convert your traditional 401(k) or IRA into a Roth 401(k) or Roth...
E/O Hart & Hart Marital Trust
Decedent was married to his second wife at the time of his passing. Decedent executed a Power of Attorney while he was alive, naming his second wife as his agent. Children believed that second wife used the Power of Attorney to improperly transfer funds belonging to decedent and/or the Marital Trust that he created. Parties agreed to court ordered Mediation. During the mediation, parties reached a settlement regarding the accounting proceedings, compulsory accounting proceedings, Marital Trust issues and issues regarding a retirement home refund.
Use of Mediation to avoid unnecessary court costs.
Parties agreed on a settlement. Big win for our clients was getting the second wife to agree to pay out the refund early and not make our clients wait until she passed away to receive.
Contact us to schedule your free consultation.
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Smith Legacy Law:
Your Lawyers For Life
Many people make gifts of cash, appreciated securities, and/or personal property to their favorite charities. They want to help others but are also happy to receive a charitable deduction from their income taxes for the fair market value of the donated items. For...
Small and mid-size businesses tend to have more informal business dealings than large companies. They may have verbal contracts or written ones that do not lay out every term. This is because they often don’t have in-house lawyers and they think they can rely on their...
Typically, people buy life insurance to provide funds for their families if something happens to them. However, there are other ways life insurance can benefit your estate plan. If you are considering buying a policy or changing your existing one, it is helpful to...
The cost to start a lawsuit or defend against one is an important consideration in deciding how to respond to a dispute. Litigation can be expensive and time-consuming and sometimes you may pay more in court costs, legal fees, and other expenses than you may...
General Counsel Services
Wills, Trusts and Estate Planning
Probate, Trust and Estate Administration
Philanthropic Giving and Charitable Planning
Supplemental / Special Needs Planning
Asset Protection Planning
Medicaid Asset Protection
Matrimonial Asset Protection
Guardianships and Conservatorships
Wills, Trusts and Estate Litigation
Business and Commercial Litigation
Shareholder / Owner Disputes
Tax Controversies, Appeals and Litigation
Mediation and Arbitration