Planning is important for your income taxation during life as well as for any estate... [Read more...]
Getting Together with Family for the Holidays
The holidays are a special time for friends and family. We gather around the tree... [Read more...]
Double Your Gifting with Spousal Gift-Splitting
It may be possible to double your gifting by using spousal “gift-splitting.” Spouses may elect... [Read more...]
Gifts to Minors: Sharing Your Wealth the Smart Way
One way to reduce your estate tax bill is to give money away during your... [Read more...]
Income Tax Treatment of Gifts and Inheritances
At some point in our lives, most of us expect to give or receive gifts... [Read more...]
Tis the Season for Giving
Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize... [Read more...]
A Time for Thanks and Community
Thanksgiving is a time for giving thanks and for community with family and friends. While... [Read more...]
Tips For Widows/Widowers
Losing a spouse can be emotionally challenging. During this difficult time, managing finances can become... [Read more...]
Assignment and Nominee
Funding a trust is critical when you have a trust-based estate plan. A trust is... [Read more...]
To My Dog, Lucky, I leave $10,000
Since the dawn of time, pets have held an important place in our hearts and... [Read more...]
Building Flexibility into Your Plan
When you prepare your estate plan, typically there are formalities required. In most states, a... [Read more...]
Funeral Contracts Should be Avoided
In an effort to make things easier for their loved ones, people sometimes enter into... [Read more...]
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