Trusts have become increasingly popular additions to an estate plan in recent years due in... [Read more...]
Key Social Security Retirement Facts You Should Know
Retirement planning involves taking into consideration a number of important factors, including what it will... [Read more...]
What Should I Do after Being Diagnosed with Alzheimer’s?
Although Alzheimer’s disease is not new, the rate at which people are being diagnosed with... [Read more...]
New Tax Proposals
There are two new tax proposals being floated. One is an income tax proposal and... [Read more...]
State Income Taxation of Nongrantor Trusts
States are all over the board in their taxation of income. This is doubly true... [Read more...]
State Income Taxation
States are all over the board in their taxation of income. Some tax at a... [Read more...]
SALT Deduction Limit…Can You Get Around It?
The Tax Cuts and Jobs Act increased the standard deduction amount. However, it also limited... [Read more...]
6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
Beneficiary designations can be a simple way to pass assets at death. While beneficiary designations... [Read more...]
Planning to Avoid Too Much SALT
The new tax law brought a cap of $10,000 on federal deduction for state and... [Read more...]
5 Reasons to Include a Living Trust in Your Estate Plan
Your very first estate planning document was likely a Last Will and Testament. Although you... [Read more...]
Estate Planning is About More Tan Taxes
Estate Planning addresses many concerns, not just taxes. It can protect beneficiaries from their own... [Read more...]
Planning for the International Client
Estate planning for the international client can be tricky. This article looks at the estate... [Read more...]
