About Dan Baron
This author has yet to write their bio.Meanwhile lets just say that we are proud Dan Baron contributed a whooping 136 entries.
Entries by Dan Baron
Leaving 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.
How 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 […]
Losing 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 […]
My 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 […]
You’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 […]
Did 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 […]
When 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 […]
Whether 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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