Artisan Law

Life Insurance Proceeds

Shaina Jones Magrone, Esq. — Mon, 27 Feb 2023 08:00:52 +0000

What You Need to Know About Collecting Life Insurance Proceeds If you’re looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it can feel as if your entire world is falling apart, so it’s helpful to understand exactly […]

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Undue Influence

Shaina Jones Magrone, Esq. — Mon, 20 Feb 2023 08:00:44 +0000

Protect Your Aging Loved Ones From Undue Influence Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting, and that the deceased instead left most of their estate to an individual they only recently met, who wasn’t even a relative. While […]

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Avoid Capital Gains Tax With A Charitable Remainder Trust

Shaina Jones Magrone, Esq. — Mon, 13 Feb 2023 08:00:52 +0000

Selling Real Estate Or A Business? If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT) first. Think of it this way: would you rather […]

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Purchasing Disability Insurance

Shaina Jones Magrone, Esq. — Mon, 06 Feb 2023 08:00:35 +0000

7 Issues to consider when purchasing disability insurance If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or injury, disability insurance is your answer. However, you need to make sure you are getting an insurance policy that will […]

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A Deceased’s Estate: Creditors And Your Estate Plan

Shaina Jones Magrone, Esq. — Mon, 30 Jan 2023 08:00:00 +0000

A Deceased’s Estate: Creditors And Your Estate Plan What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt when you (or they) die? Well, it depends, and that’s part of the reason you want to ensure your estate plan is well […]

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Estate Tax & Trusts: What You Need To Know

Shaina Jones Magrone, Esq. — Mon, 23 Jan 2023 08:00:11 +0000

Estate Tax & Trusts: What You Need To Know People often come to us curious — or confused — about the role trusts play in their estate tax savings. Given how frequently this issue comes up, here we’re going to explain the tax implications associated with different types of trusts in order to clarify this […]

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3 Reasons Why Single Folks With No Children Need An Estate Plan

Shaina Jones Magrone, Esq. — Mon, 16 Jan 2023 08:00:41 +0000

Estate Planning for People Without Children These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of jobs, crushing student debt, multiple recessions, and the pandemic have pushed many young people into a life path that leaves little room for settling down with a partner […]

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4 Essential Strategies For Protecting Your Family’s Assets

Shaina Jones Magrone, Esq. — Mon, 09 Jan 2023 08:00:30 +0000

Essential Strategies For Asset Protection You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions, you may be at even greater risk. For instance, if you are a multi-millionaire, a $50,000 judgment against you might not be that big of […]

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Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?

Shaina Jones Magrone, Esq. — Mon, 02 Jan 2023 08:00:39 +0000

Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family? Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous amount of wealth will pass from Baby Boomers to younger generations in the next few decades. In fact, it’s […]

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Managing Your Digital Footprint & Social Media Accounts in the Afterlife

Shaina Jones Magrone, Esq. — Mon, 14 Nov 2022 20:15:09 +0000

We all have our digital stuff and while we all know (or should know) that our digital footprint will live on long after we’re gone, did you know that you can control that footprint from the hereafter? And, if you don’t take steps to control your digital legacy others will control it for you? So, […]

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