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Category Archives: Estate Planning Tips
Article Highlights: What Is IRD? Why Is There an IRD Deduction? How to Recognize If One Exists What to Do If an IRD Deduction Is Suspected One of the most overlooked tax deductions is what is referred to as the … Continue reading
IF you could wake up tomorrow morning and know every decision you made from that point forward was the right decision, do you suppose you’d want to put yourself in that position? Well… OF COURSE YOU WOULD! IF you had … Continue reading
A Will is an official written expression of your wishes concerning many things to be carried out following your death. With a properly executed Will, YOU name the Executor and his/her duties, YOU decide who takes care of your children, … Continue reading
Leaving a Will for your family is one of the best gifts you can give them. If you have always intended to, but not yet completed your Last Will & Testament, then we have great news for you! TODAY is … Continue reading
Successfully passing a family business to the family upon death of the owner is not an easy task. Most business owners fail to realize the importance of a sound business succession plan. As a result, only about half of all … Continue reading
Your will or trust was prepared so that your assets will be distributed according to your wishes after your death. These documents can also reduce estate taxes. However, certain events can cause these documents to become outdated and create family … Continue reading
Article Highlights: Usernames & passwords Problems for caregivers and survivors Most of us overlook this very important issue We now live in a digital world where we conduct many, if not all, of our financial affairs over the internet. And … Continue reading
Article Highlights: A gift tax return must be filed if you give gifts in excess of $14,000 per recipient during the year. Directly paid medical and educational gifts are excluded. Married individuals can increase the annual $14,000 exclusion to $28,000 … Continue reading
For one low monthly fee, our members have the power to talk to an attorney about any personal legal issue. Whether it’s big, small or somewhere in between, your law firm will be there to offer advice or assistance on … Continue reading