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March 13, 2019

The “Sandwich Generation” . . .

The ‘Sandwich Generation’ – Taking Care of Your Kids While Taking Care of Your Parents “The sandwich generation” is the term given to adults who are […]
March 13, 2019

What is a tax basis and how will it affect my estate plan?

A tax basis is essentially the purchase price of a piece of property. Whenever that property is sold, the seller must pay taxes on the difference […]
March 13, 2019

Protecting Your Legacy with Estate Tax Planning

  You spend your whole life building your legacy but sadly, that is not always enough. Without careful estate tax planning, much of it could be […]
March 13, 2019

How to Calculate Estate Tax

In order to predict how much your estate will have to pay in taxes, one must first determine the value of the estate. To determine this, […]
March 13, 2019

What is an Estate Tax?

While the terms “estate tax” and “inheritance tax” are often used interchangeably, they are not synonymous. Let’s try to clarify the difference. Estate Tax Estate tax […]
March 13, 2019

Should I Transfer My Home to My Children?

Most people are aware that probate should be avoided if at all possible. It is an expensive, time-consuming process that exposes your family’s private matters to […]
March 13, 2019

Think Treasure Hunts are Fun and Games? Think Again

You’ve had an attorney draft your estate planning documents, including your living trust and will. Probate avoidance and tax saving strategies have been implemented. Your documents […]
March 13, 2019

What is Estate Tax Portability and How Does it Affect Me?

At the end of 2012, the entire country watched as major changes were made to income tax  laws with the adoption of the American Taxpayer Relief […]
March 13, 2019

8 Reasons Young People Should Write a Last Will and Testament

Imagine if writing a last will and testament were a pre-requisite to graduating from high school.  The graduate walks across the stage, hands the completed will […]