If you just celebrated a summer or early fall wedding, then now is the perfect time to start working on an estate plan. Although you may think that settling into a home together
In our last two blogs we’ve been discussing different aspects of a Tax-Deferred Exchange – a technique available to defer taxes and maximize the funds available for reinvestment upon the sale of an
In our last blog, we discussed the limitations of a Tax-Deferred Exchange – a technique available to defer taxes and maximize the funds available for reinvestment upon the sale of an investment property.
How the 1031 Tax Deferred Exchange Can Affect Your Real Estate Investment Since the Tax Reform Act of 1986, real estate investors have faced one big problem on the sale of their property:
How to Pass Your Stories and Values to the Future Generations Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can
For most us, summer means it’s time for FUN! It’s true that there are many fun activities to be had during the summer months including camps, vacations, pool parties and more. But before
Why is it that family feuds erupt after a death, or even after the incapacity of a family member? One of the leading causes is a failure to choose a fiduciary who will
The famous musician Prince died a year ago and the battle over his fortune will not be resolved any time soon. The question of whether Prince left a will continues to be one
Some people think that estate issues after you die are unavoidable. Still others think that they’ll be long gone, so what does it matter if there’s a plan in place? The truth
Wedding season is upon us, and while many brides and grooms are preparing for their big day by picking out flowers, dresses and cakes, one of the most important decisions an engaged couple
