This past month, we wished our hardworking Paralegal, Christina a Happy Birthday!
Sivia Law October Newsletter
Brad Smith • September 30, 2021
Welcome to the Sivia Law October Newsletter, a monthly newsletter that discusses updates in the industry, news going on in the office, upcoming events and more.
Here is what Sivia Law has been up to this past month!
As a reminder, we are actively keeping our clients and employees safe. Various meeting options are available to clients to ensure safety and comfort
A Month In Review
This month, we also celebrated JEN. She is someone who always goes above & beyond for Sivia Law!
Blog Updates
When you decide to create a special needs trust for your child with special needs, you should ensure that the trust is prepared as a separate free-standing document. There are several reasons that a free-standing document is best, including ease for relatives giving to the trust.
Learn more in our blog linked here!
We know how difficult it can be to begin the discussion of estate planning with your parents. As we grow older and realize that our loved ones are as well, it is important to begin having those uncomfortable talks.
Learn more in our blog!
We know that it can be challenging to start a new business and keep it running successfully. No matter how “good” the economy may be, there can still be risks associated with startup businesses.
Read our blog to learn more!
Do Beneficiaries Of A Trust Have To Pay Taxes?
Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust's income, rather than the trust itself paying the tax. However, such beneficiaries are not subject to taxes on distributions from the trust's principal.
Read our blog for more info!
For additional resources and legal information, join the Sivia Law Facebook group by clicking the button below.
Join us next month for our "November" issue of the Sivia Law Monthly Newsletter!
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Recent Posts
When it comes to estate planning, choosing the right type of trust is a crucial decision. Trusts can offer significant control, flexibility, and benefits in managing your assets during your life and distributing them after you’re gone.
When it comes to estate planning, choosing the right type of trust is a crucial decision. Trusts can offer significant control, flexibility, and benefits in managing your assets during your life and distributing them after you’re gone.
Veterans and military families have unique estate planning needs, including access to specialized benefits and considerations that reflect their sacrifices and service.
Click HERE To View October Newsletter
Long-term care planning is a crucial step in ensuring that you or your loved ones will be able to afford the care needed in later life. But when is the right time to start long-term care planning? The simple answer: sooner than you think.
If you have stepchildren and want to include them in your estate plan—or if you’re wondering what rights they have without specific provisions—it’s important to understand how the law views stepchildren in the context of inheritance.
As we celebrate Estate Planning Awareness Week, it’s time to take control of your future by ensuring you, your family, and your legacy are protected.
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