Blog
Recent Posts
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FAQs on Executors in Estate Planning Cases
04.29.2022 -
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Tax Evasion 101
03.17.2022
Category
5 Ways a Business Can Avoid a Tax Audit
A tax audit is an examination of your tax return by the IRS to verify that your income and deductions are accurate. In some cases, an audit will result in…
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Not Many Assets? You Still Need an Estate Plan
Many people hold the misconception that they don’t need an estate plan if they have few or little assets. The farthest is from the truth. Estate plans are not just…
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3 Life Events that Should Trigger an Estate Plan Review
According to a 2020 Gallup Poll, just under half (46 percent) of Americans have a will documenting what they want to happen to their money and estate after their passing.…
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TOD Accounts Don’t Replace an Estate Plan
Transfer on Death (TOD) accounts are a tool that many financial advisors recommend to their clients. TOD accounts automatically transfer their assets to a named beneficiary when the account holder…
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2021 Estate Planning Checklist
2021 is underway, and the focus of our lives is shifting slowly from the pandemic. However, over the past year, many people have realized the importance of estate planning. It…
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Welcome!
Welcome to the official blog of McWilliams Law Group. We will begin posting on this blog shortly, so please check back regularly for updates about the firm, notable cases and…
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