by clover_1xhypr | Jan 20, 2026 | Trusts
What Are The Types Of Trusts? Creating an estate plan allows a person to better manage his or her assets and wealth. While a Last Will and Testament (will) is commonly associated with estate plans, many individuals choose trusts to transfer their assets to their loved...
by clover_1xhypr | Jan 20, 2026 | Estate Planning, Pets, Trusts, Wills
Pets And Estate Planning Pets have become an important part of our families today, many owners putting their love and care a top priority. Whether someone is single or has a family that includes children, pets contribute to our quality of life by providing...
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 | In the News, Trustee, Trusts, Wills
Jennifer V. Abelaj, Guest on the Inside BS Show Podcast, hosted by Dave Lorenzo: The Right Way to Plan Your Estate and Gifts to Charitable Institutions (Show 97, originally aired 06-29-2022) I enjoyed my recent discussion with Dave Lorenzo, who is the host of The...
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...
