If you’ve been gifting money each year to people you love, or using gifting as a planning tool, it’s about to get even better....
“What in the world does that mean?” I can’t tell you how many times I’ve been asked that question during almost 30 years in...
The financial world is filled to the brim with planning—financial planning, estate planning, retirement planning, longevity planning—and that only scratches the surface. With all...
It’s one of the most obscure taxes in the IRS code, but it can be one of the most devastating at a time when...
The government giveth, and the government taketh away. And so it is with the Stretch IRA. For years, the stretch IRA has been a...
Covid-19 has changed life forever in more ways than we can count. It has also changed end-of-life estate planning and estate modification. It can...
When the 2017 Tax Cuts and
Jobs Act (TCJA) was passed it changed the rules about deductions for charitable
giving. Under current law the only way...
Probate is a term most people have heard. It’s the court process required to settle an estate when a Will was used as the...
Healthcare proxies, also known as medical powers of attorney, are one of the most important documents you can have in your arsenal of legal...
You spend a lifetime earning, saving, acquiring. But the old adage is true—you can’t take it with you. So, what do you do with...