We are pleased to announce that Marcus Urlaub has been elected a shareholder of the firm. For the past nine years, Marcus has contributed to the firm’s success by assisting in the continual growth of the estate planning, M&A, and corporate practice areas. Marcus has journeyed from MMB law clerk to MMB shareholder while demonstrating . . .
The personal representative’s role is critical to the administration of your estate and the achievement of your estate planning objectives. So your first instinct may be to name a trusted family member to this role. But that might not be the best choice. Duties of a personal representative Your personal representative will have a variety . . .
You may use a qualified disclaimer to refuse a bequest from a loved one. Doing so will cause an asset to bypass your estate and go to the next beneficiary in line. What are the reasons you’d take this action? Here are five reasons: 1. Gift and estate tax savings. This is often cited as . . .
