As you plan your strategy for 2022, it’s important to consider gifting, including spousal gifts.... [Read more...]
Tax Planning for 2022
Planning is important for your income taxation during life as well as for any estate... [Read more...]
Using Entities in Estate Planning
More and more families own property, assets, and businesses together. Using an entity to govern... [Read more...]
The Sky Isn’t Falling – Build Back Better Act
When we learned of the original provisions in the Build Back Better Act, many individuals... [Read more...]
It’s Better to Give Than to Receive
Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize... [Read more...]
Start 2022 the Right Way
The New Year gives us an opportunity to start fresh. If you don’t yet have... [Read more...]
It Can Be Scary to Die Without an Estate Plan…the HORRORS of Intestacy
Many souls believe that if they lack means, they do not need an estate plan.... [Read more...]
Neither Age Nor Health Determines Whether You Need an Estate Plan
Most people associate Estate Planning with the elderly or very wealthy. This article explores situations... [Read more...]
The Role of the Estate Planning Attorney
Clients often come to an Estate Planning attorney with specific ideas in their minds. The... [Read more...]
The Kiddie Tax is No Child’s Game
If you set up a trust or other investment vehicle for your child, that child... [Read more...]
Charitable Planning in Times of Crisis
During times of uncertainty, we tend to feel helpless. This article explores how charitable giving... [Read more...]
Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
As fall turns into winter and the holiday season arrives, it’s natural to review the... [Read more...]
