Whether or not we plan to do so, each of us will face death eventually.... [Read more...]
The Importance of Communicating Your Plans
Whether or not we plan to do so, each of us will face death eventually.... [Read more...]
Many Reasons to Plan
Whether or not we plan to do so, each of us will face death eventually.... [Read more...]
Clarity is Key to Planning
When problems arise in an estate plan, often the source is a lack of clarity.... [Read more...]
Selecting an Agent
A Secret Agent may be very important to protecting the nation. Your Agent is just... [Read more...]
Kiddie Tax is Worse Than Ever
The “Kiddie Tax” is a tax on the “unearned” income of a child. In other... [Read more...]
When and Where You Die Matters
The federal estate and gift tax exclusion is set “permanently” to $5 million, adjusted for... [Read more...]
Planning is Critical
Sometimes people seem to think that if they don’t plan for death, it just won’t... [Read more...]
What Are 529 Plans and What Are Their Advantages?
A 529 plan, otherwise known as a qualified tuition plan, is a tax-sheltered way of... [Read more...]
SALT Deduction Limit…Can You Get Around It?
The Tax Cuts and Jobs Act increased the standard deduction to $12,000 per person and... [Read more...]
New Tax Proposals
Representative Alexandria Ocasio-Cortez (D-NY), one of the new class of legislators in the House of... [Read more...]
The Little Things May be the Most Important
Often, the smallest things have the most sentimental value. Your grandmother’s silverware or your grandfather’s... [Read more...]
