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Tag Archives: estate and trust administration

Three Legal Things to Do After a Scary Diagnosis

A negative health diagnosis can be emotionally and logistically challenging for many reasons.

You may be worried about how you’ll take care of your family if you’re physically incapacitated. There are lots of things to consider with your doctors and medical professionals, but you may also want to consider these three legal tips to ensure your...
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Four Easy to Avoid Mistakes People Make at Tax Time

It’s that time of year again: tax season.

No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down all of their important documents to meet the April 15 deadline. But as with...
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Tax-Deferred Exchanges Part 2: Trust Agreement

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.

Because there are many considerations with a Tax-Deferred Exchange, we are covering the topic...
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