March 16, 2023 Enacting A Spendthrift Trust Can Be Beneficial To Your Loved Ones Despite its name, the purpose of a spendthrift trust isn’t just to protect profligate heirs from themselves. Read More
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 Retirement Plan Early Withdrawals Breaking into a retirement plan before age 59½ may result in a penalty tax. But there are exceptions. Here are … 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 25, 2023 Lifetime Gifts or Bequests At Death Can Be Complex Is it more tax advantageous to transfer wealth using lifetime gifts or bequests at death? It’s complicated. 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 Protected: Single Parent’s Should Review Their Estate Plan There is no excerpt because this is a protected post. Read More
