In May of 2023, KH attorneys successfully represented clients being sued for $15 million in a FINRA arbitration case for allegedly raiding employees from a business competitor. After a week-long arbitration hearing, the FINRA panel found KH’s client not liable resulting in a huge win for the client! The claimant alleged our clients conspired to […]
Planning for the end of your life can feel stressful and overwhelming. But planning is key to retaining control, alleviating administrative headaches, and getting more of your assets to your family by way of avoiding unnecessary taxes, fees & expenses. The Disability and Death Expense Funnel illustrates potential outflows of wealth from your estate if […]
Prenuptial agreements are too often viewed as a way to defend yourself and your assets, when ultimately they many times act as long-term peace-providing solution, providing harmony to marriages while alleviating the fears of conflict and unknowns of divorce. Couples planning to marry can designate assets as separate or non-separate property, many times reducing grief, […]
BIAT provisions can be added to almost all new and existing revocable living trusts, retirement benefit trusts and irrevocable trusts such as spousal lifetime access trusts (SLATs), irrevocable life insurance trusts (ILITs) and the like. We strongly recommend that you review your plan periodically and make updates as necessary. Failing to do so could result […]
Congress and the White House are spending the first half of 2023 debating how to handle an increase in the nation’s debt ceiling as the United States is more than $31 trillion in debt and counting. In addition, the deceptively-named Inflation Reduction Act of 2022 allocated funds for hiring 87,000 new agents for the Internal […]
For many of us, our beloved pets are an integral part of the family. There are emotional attachments and financial investments as well, especially with larger animals such as horses. Pet trusts are legal arrangements in which a person provides for the ongoing care of their pets after they pass away or become incapacitated. In […]
A Will provides the disposition of assets titled in your name to your chosen beneficiaries, who may or may not be your natural heirs. If nobody knows that you executed a Will, or if your Will cannot be found, or is hidden or destroyed, after your death, your Will does nothing. Take Prince, for example… […]
Establishing a trust can protect your assets and properly allocate your wealth and assets among your beneficiaries at the time of your passing. You may fear that merely transferring wealth will not promote positive behaviors or reinforce core family values. This is why you may want to implement an incentive trust. An incentive trust may […]
When your family suffers the loss of a loved one, emotions run high and it seems that everyone, or no one, knows what needs to be done with that person’s assets. Did they have a Will? Did they have a Revocable Living Trust? Was their home or their checking account titled jointly with someone? Did […]
Divorce requires compassionate guidance – not only to end the marriage, but divide property, debts, and deal with complex issues of custody, visitation and child support. A determined + caring team on your side can help make a difficult time in your life more manageable. Let us provide clear answers to tough questions and protect […]
