Posted on: July 27, 2023
When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.
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Posted on: July 26, 2023
A primary goal of most married couples when contemplating basic estate planning documents is to ensure that the surviving spouse, and commonly, the couple's children and grandchildren, are supported financially.
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Posted on: July 25, 2023
The family vacation home is often a point of pride, a place for reconnecting and making memories. A vacation home, whether it’s in the mountains, near the sea, on a lake, or on a farm, can have sentimental as much as economic value.
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Posted on: July 23, 2023
The “step-up” in basis has to do with the calculation of the capital gains on the sale of property.
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Posted on: July 17, 2023
This sunsetting creates a big imperative for business owners to take a closer look at tax planning, and not treat a grim fiscal inevitability like another unfortunate surprise.
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Posted on: June 11, 2023
When someone passes away, whether unexpectedly or not, it can raise questions about who will inherit what. Specifically, you might be wondering whether in-laws have a right to any of the assets of the deceased person.
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Posted on: May 9, 2023
To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business.
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Posted on: April 16, 2023
Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern—reducing taxes for retirees and their heirs.
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Posted on: April 11, 2023
A primary benefit of using TOD/POD designations is that assets held in the account will pass automatically to the beneficiary without having to go through probate.
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