About Dan Baron
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Entries by Dan Baron
Leaving a Legacy While Saving on Taxes Through Charitable Gifting
October 3, 2023 in Estate Planning /by Dan BaronLeaving a legacy to charity is a great way to support your community, make an impact, and save on taxes. There are many charitable estate planning strategies to consider and each one comes with a careful consideration.
Dan A. Baron, Esq. Nationally Recognized as “Best Lawyer, One to Watch.”
September 20, 2023 in Uncategorized /by Dan BaronHow to Avoid the Big Bad Wolf of Probate Court
February 20, 2023 in Probate /by Dan BaronHow do you ensure your family and loved ones are safe from the Big Bad Wolf of probate court? Whether you have a comprehensive family trust or are just getting started with a basic estate plan, understanding and avoiding probate is paramount for each person considering the future of their loved ones. Probate is the […]
Settling the Estate of a Loved One
September 13, 2022 in Probate /by Dan BaronLosing a loved one is emotionally challenging and perhaps the most difficult moment in your life. Yet while grieving there are many tasks that one responsible individual must complete in order to settle the estate. This article is geared toward the executor, the person who will be ‘quarterbacking’ the process in probate court and/or trust […]
Advanced Directives – My Personal Experience When Planning for the Unexpected
August 9, 2022 in Elder Law, Healthcare Power of Attorney, Uncategorized /by Dan BaronMy Story Like many of you reading this article, I never think a major medical disaster could happen to me or, if something did happen, that I would be competent enough to make decisions for myself. Well, as a ‘relatively young’ guy, this was not the case recently when I needed emergency surgery to prevent […]
Business Succession – Where to Start
July 19, 2021 in Business Law /by Dan BaronYou’ve spent a lifetime building your business and now it’s time for retirement. So, where do you begin? When developing your business succession plan, it’s important to consider all of your options because each will have a significant impact on your estate plan, taxes, family, and financial well-being. Here are a few helpful tips to […]
COVID-19 Funeral Reimbursement
April 19, 2021 in Estate Planning /by Dan BaronDid you know that you can be reimbursed for the funeral expenses of a lost loved one that passed from COVID-19? COVID-19 has affected the lives of many Americans and their families, reimbursement of funeral costs is a little way to ease the grief of losing a loved one from this pandemic. The Federal Emergency […]
Five Reasons Why Having a Family Trust is Better Than a Simple Will
March 5, 2021 in Do I Need a Trust?, Estate Planning /by Dan BaronWhen planning for your loved ones, one common misunderstanding is thinking that you have to be ultra-wealthy to need or benefit from a trust. While a common misconception, a lack of knowledge in this area can be costly. Even if your estate is fairly small, you still want to avoid the high costs and inefficiency […]
Top Reasons Why You Should Avoid Probate
March 2, 2021 in Estate Planning, Probate /by Dan BaronWhether it was a gathering for a joyous wedding or the passing of a loved one, we’ve all heard about Probate Court at some point or another. We are going to dive into what probate is and why you want to avoid it when it comes to your estate, if you have no plan. First, […]
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