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YES, You Need a Trust

Saying Trust is like saying car, there are thousands of types of makes, models, and features. A Revocable Living Trust is one of the most common trust types and the model almost everyone needs to set up. What is a Revocable Living Trust? Let’s break it down. Revocable – You can change anything and everything. […]

The Pros & Cons of Wills & Trusts

Estate Planning • Probate & Trust • Trusts & Wills

Do you need a Will or a Trust? Not only is understanding the plan you put in place vital, but it’s also important to understand the pros and cons between a Will and a Trust so you can make the best decision for you and your loved ones. Many people are surprised by the differences […]

What the New Year Means for Your Tax Bill (1 Minute)

Estate Planning • Trusts & Wills

It’s that time of year again … (no, not the time when we decide what sparkly top or tie we want to wear on new year’s…mine is gold and will look fabulous at my ZOOM party), but it’s the time when we all start looking to see what estate and gift tax looks like in […]

5 Reasons You Need a Trust

Estate Planning

We used to hear the word “trust” and think it was only a tool for the rich. The reality is, Trusts are for everyone and often more cost effective than traditional wills. Why? Trusts Avoid Probate.Most people create their Will believing they have given their families a way to avoid the court system upon their […]

Do I Need a Will or Trust?

Estate Planning • Trusts & Wills

Regardless of income level or assets, everyone can benefit from having a trust or will. Having something in place, especially during this time of unpredictability and rapid change, brings peace of mind to you and your family. Having a trust or will in place eases the burden on your loved ones and ensures that your […]

A Letter from Harris Law & Co. CEO Lindsay Harris

Estate Planning

COVID-19 is changing everything about our daily life as we know it, and we’re all focused on how to best protect and support our families, employees, and clients in the face of this crisis. On behalf of all Harris Law & Co., I want to let you know that our thoughts and prayers are with […]

COVID-19

Estate Planning

Stressed? We get it. We understand you are being flooded with more information than you can digest and are concerned about the unknowns. What happens if you get the virus? Who has authority to make your healthcare decisions? Who can make your college child’s healthcare decisions if he/she gets sick? Do they need a power […]

Is the IRS on the Naughty or Nice List?

Business Planning • Estate Planning • Trusts & Wills

It is that time of year again. No, not the time we all start thinking about our January workout schedule (my mother’s banana bread is worth every step on that treadmill). It is the time when the IRS releases the amount you can pass estate tax free upon your death (the Unified Credit Against Estate […]

New Baby? Need a Will or a Trust?

Estate Planning

It’s finally here! The wait is over. I know we have all been anxiously awaiting the release of the most popular baby names for 2019 (the future class of 2037!). Did your new little one’s name make the list? If you welcomed a Charlotte or Liam this year, then your new little one has the […]

Confused About ‘Estate Planning’? We Get It.

Estate Planning

74% of Americans describe estate planning as ‘confusing’. We get it. The word itself is vague and the tools used are applied differently in different situations. Part of what makes estate planning confusing is the misconception about what it does and who it is for. 47% of Americans believe Estate Planning is only for those […]

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Blog Articles and Resources

YES, You Need a Trust

The Pros & Cons of Wills & Trusts

What the New Year Means for Your Tax Bill (1 Minute)

5 Reasons You Need a Trust

Do I Need a Will or Trust?

A Letter from Harris Law & Co. CEO Lindsay Harris

COVID-19

Is the IRS on the Naughty or Nice List?

New Baby? Need a Will or a Trust?

Confused About ‘Estate Planning’? We Get It.

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