Moved out of state? Check your estate plan
There’s a lot to do when you move to a new state. In midst of…
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Estate Planning
Estate planning critical for non-traditional couples
Generally speaking, estate planning laws were designed for the traditional nuclear family, a married couple…
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Preventing a will contest
When you write a will, you have control over how your assets will be distributed…
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Protect assets, retain access with a Spousal Lifetime Access Trust
A Spousal Lifetime Access Trust (SLAT) is an estate planning tool that can be used…
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Opportunity Zones offer tax breaks
For a limited time, investors can help reinvigorate distressed communities while deferring capital gains on…
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Paying taxes when you inherit a home
When you inherit a home and sell it, you pay capital gains tax based on…
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Credit unfreezes now free
As of Sept. 21, a new law requires that the three major credit reporting bureaus…
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Grandparents’ options for college costs
With the cost of college tuition rising, some grandparents are pitching in. Grandparents who want…
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The new tax law means it’s now time to review your estate plan
The tax law signed in 2017 doubled the federal estate tax exemption, meaning the vast…
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Keep your tax credit for charitable gifts
Following the Tax Cuts and Jobs Act (TCJA), many taxpayers are concerned about losing tax…
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Survey: Family drama causes estate issues
Families face a variety of estate planning challenges, and family drama may be chief among…
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Including frequent flyer miles in estate plans
When celebrity chef and author Anthony Bourdain died, his will contained a directive leaving his…
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