by clover_1xhypr | Jan 20, 2026 | Estate Planning, Taxation, Trusts, Wills
Inherited Property: What is Step Up in Basis? Discussion with Cherie Williams, CPA of The Little CPA Jennifer collaborated with Cherie Williams, CPA, founder of The Little CPA, on the topic of inheriting assets. Cherie created The Little CPA to empower purpose-driven...
by clover_1xhypr | Jan 20, 2026 | Closely-Held Businesses, Estate Planning, Taxation, Wills
Creating A Business Succession Plan Starting and building a business is a work of a lifetime that requires making unsaid compromises and facing unknown hardships. Yet, when it comes to planning a future for their businesses, most business owners do not have a legal...
by clover_1xhypr | Jan 20, 2026 | Closely-Held Businesses, Estate Planning, Taxation, Trusts, Wills
Valuation Of Hard To Value Assets It is difficult to determine the value of hard to value assets, hence their name. Hard to value assets, also referred to as HTVAs, can make appraisals in estate planning and business valuation more complicated and time-consuming....
by clover_1xhypr | Jan 20, 2026 | Estate Planning, Trustee, Trusts
Revocable Living Trusts Revocable living trusts are powerful estate planning documents that can help avoid costly court battles and provide instructions on how certain assets should be managed. Revocable living trusts are created to meet your specific needs, which are...
by clover_1xhypr | Jan 20, 2026 | Estate Planning, Non-Profits
Your Estate Plan And Charitable Giving Charitable giving as part of an estate plan can be beneficial for the charity, the owner of the estate, and beneficiaries of the estate. By incorporating charitable donations into an estate plan, someone can show financial...
by clover_1xhypr | Jan 20, 2026 | Estate Planning, Health Care Proxy, Power of Attorney, Wills
Estate Planning And The Holidays: A Checklist For Your Family While enjoying time with your family this holiday season, you might want to consider broaching the subject of your estate plan. Since this may be one of the few times when you are around a larger group of...
