Helping Clients Pass On Their Wealth, Is Outright Distribution The Right Choice?
An inheritance can be life-changing. Many younger Americans, stuck in a cycle of debt and rising costs, are anticipating their cut of the $84...
Incapacity Planning – The Other Part of Estate Planning
Why You Need to Worry About Incapacity Planning.
Death is the elephant in the room when we talk about estate planning. We often use phrases...
Does Your Revocable Living Trust Reduce Your Federal Estate Tax Bill?
Many believe that once they set up and fund a revocable living trust, property held in the trust will completely avoid federal estate taxes...
SPECIAL APPROACHES TO ESTATE PLANNING FOR BLENDED FAMILIES
The number of blended families is outpacing that of traditional nuclear families by a significant margin. Fortunately, many estate planning strategies are available to...
Happy New Year
Wishing you peace, joy and prosperity throughout the coming year.
Thank you for your continued support and partnership.
THE CORPORATE TRANSPARENCY ACT- DECEMBER 31, 2024 DEADLINE IS AROUND THE CORNER.
The purpose of this post is to review the new Corporate Transparency Act (“CTA”) and its possible impact on you.
1. Purpose.
Congress enacted the CTA...
ELECTION 2024 AND TAXES
The results from the 2024 election are in, and although we still have weeks remaining before the 119th Congress takes office and the new...
NAVIGATING THE GENERATION-SKIPPING TRANSFER TAX
Your Guide to Understanding the Generation-Skipping Transfer Tax
Many people are familiar with the existence and some aspects of estate and gift taxes. If you...
MILLENNIALS THE TIME TO PLAN IS NOW
Many millennials are contributing to the workforce in a major way and are making positive changes in the world. We understand that their concerns...
THE ABCS OF PUBLIC BENEFITS
Various public benefit programs are available to individuals living with disabilities and other challenges. These programs have their fair share of acronyms, which can...
