Posted on: April 24, 2023
There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family.
Read More
Posted on: April 23, 2023
Step-up in basis, also known as stepped-up basis, is a wrinkle in the federal tax code that can help heirs avoid or reduce taxes on inherited assets.
Read More
Posted on: April 20, 2023
With the possibility of needing long-term care in the future, many people are interested in proactive planning.
Read More
Posted on: April 19, 2023
President Joe Biden is proposing a series of tax increases on investors and top-earning Americans in his annual budget request to Congress.
Read More
Posted on: April 18, 2023
Is It OK to Rule from the Grave?
Read More
Posted on: April 17, 2023
It is essential that women do not surrender the responsibility of managing their financial affairs and devising their estate plan to their family … but take complete charge of this important duty.
Read More
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.
Read More
Posted on: April 13, 2023
Elvis Presley, the King of Rock and Roll, died in 1977. Like most celebrities of his stature, he left behind a complicated legacy—and a considerable estate. Elvis’s estate, including Graceland, ended up in the hands of his only child, Lisa Marie Presley, who passed away in January at fifty-four years old. It is now set […]
Read More
Posted on: April 12, 2023
Everyone needs to worry about estate planning. That planning doesn’t only pertain to what happens when you die but what could happen if you end up incapacitated.
Read More
