Incapacity-How Do I Plan?
The Post-Searchlight’s recent article, “How to go about planning for incapacity,” advises that planning ahead can make certain that your... Read more
The Post-Searchlight’s recent article, “How to go about planning for incapacity,” advises that planning ahead can make certain that your... Read more
Forbes’ recent article, “Two-Thirds Of All Americans Are Missing This Estate Planning Document,” explains that a health care directive is a... Read more
Sometimes the first attempt is a flop. Imagine this exchange: “So, do you want to talk about what happens when you die?” Answer: “Nope.”... Read more
Vents Magazine’s recent article, “Understanding What an Estate Planning Attorney Does,” explains that estate planning is a legal set of... Read more
The blended family is a family dynamic that is increasingly common, which can make addressing financial planning issues much more of a challenge. In... Read more
With the IRS’s announcement that the first $11.58 million (in 2020) of a taxable estate is free from estate taxes, most people won’t have to... Read more
When you are inheriting a home, there are three key factors to consider: the financial and legal responsibilities of the home, the tax liabilities of... Read more
Based on the state in which you retire, state income taxes could vary by thousands of dollars. However, as a recent Kiplinger article, “State Taxes... Read more
Estate planning comes into play when your child graduates from high school and heads off to college or starts a full-time job or vocational training... Read more
If you are a Fiduciary, you have a responsibility. There are any number of pitfalls that may occur when administering an estate, a trust or... Read more