Category: Estate Planning

  Do not let constant political and financial speculation prevent you from making annual tax-free exclusions, medical payments, and educational gifts to or for the

You will also have access to a team of specialists who will assist with you during the design, management, and support of your complete estate

Suppose you or someone named in your estate planning has remarried. In that case, there are several significant issues that you should be aware of

Studies have shown that the most significant contributing factors to a generational loss of wealth are a lack of communication and trust among family members

According to a research by Caring.com, the number of adults aged 55 and older who have written a will has decreased from 60% to 44%

  According to studies, 70% of a family’s wealth is lost by the end of the second generation, and 90% by the end of the

Beneficiaries Acting As a Trustee Clients frequently name their children as beneficiaries of their revocable living trusts. Several clients want their child to be the

The term “basis” arises frequently in tax law. On your 2021 income tax return, you must declare this amount as capital gains to the IRS

Owning real estate continues to be a very popular investment vehicle for individuals and couples alike. One attractive feature of investing in real estate is

An unexpected or sudden death can be especially hard to come to terms with and you need time to grieve and live through that loss