COVID-19 has altered how we spend our time. Most forms of socialization were scaled back or...
Category - Previous Posts
What are the Stages of Probate?
Although most assets in your estate may pass through the probate process, other assets may not. It...
What are Big Tax Goofs to Avoid when Retiring?
One of the best ways to prepare for retirement is to set aside money in a tax-advantaged retirement...
Senators Propose Sweeping Changes to the Taxation of Estates and...
Vermont senator Bernie Sanders has introduced legislation that would require more estates to pay...
Why an Irrevocable Trust May Be Superior to Gifting
Parents and other family members who want to pass on assets during their lifetimes may be tempted...
Can a Charity Be a Beneficiary of an Estate?
Ever since a group of philanthropists created the Giving Pledge in 2010, taxpayers have expressed...
Is it Better to Have a Living Will or a Living Trust?
Whether you need a living will vs. living trust as part of your estate plan depends on your overall...
Tax Planning Strategies for 2021
Although uncertainty surrounding the likelihood of tax reform continues for the moment, there are...
Estate Planning and a Second Marriage
Married people in second marriages with prior children often have to balance the future well-being...
Tips for Caregiving during the Pandemic
Managing a loved one's care in a nursing home or an assisted living facility has always been...