March 2, 2023 Have You Reviewed Your Life Insurance Needs? Making sure you have the right amount of life insurance coverage can help ensure your family’s well-being after you’re gone. Read More
February 23, 2023 To File Or Not To File A Gift Tax Return Knowing when a gift tax return must be filed can keep you on the right side of the IRS. Read More
February 23, 2023 Provide Your Heirs The Option Of Creating An Inheritor’s Trust An inheritor’s trust gives your loved ones an option to keep their inheritance out of their taxable estates. Read More
February 15, 2023 Reading The Tea Leaves: Potential Tax Legislation With Republicans now in control of the U.S. House of Representatives, what’s the fate of prospective tax legislation in 2023? Read More
February 15, 2023 Joint Ownership Isn’t Right For All Estate Plans Joint ownership with your spouse, such as with a home, can help to avoid probate. But drawbacks may exist. Read More
February 6, 2023 Is Your Revocable Trust Fully Funded? Want to avoid probate? Ensure your revocable trust is fully funded. Read More
February 6, 2023 Business Owners: Revisit Buy-Sell Agreements Crafting a buy-sell agreement is not only a smart business decision, it also makes estate planning sense. Read More
January 18, 2023 Tax-Saving Ways To Help Pay For College As any parent of a college student knows, higher education is expensive. Fortunately, there are some tax breaks for eligible … Read More
January 18, 2023 Single Parent’s Should Review Their Estate Plan If you’re a single parent, does your estate plan adequately address the care of your minor children should you become … Read More
January 9, 2023 Run The Numbers Before Donating Appreciated Assets If you’re considering donating appreciated assets to charity, your adjusted gross income may come into play. Read More
January 3, 2023 Addressing IP In An Estate Plan Can Be Tricky Do you know how to properly address intellectual property in your estate plan? It can be more complex than you … Read More
December 28, 2022 SECURE Act Tackles Retirement, Conservation Tucked into the Consolidated Appropriations Act of 2023 is a package of enhanced retirement benefits, otherwise known as the SECURE … Read More
