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
A big question we get is how long should you maintain tax returns and supporting documentation? As the year ends and you prepare for your 2016 tax return, here is some good advice
If you set up a Revocable Living Trust (What is a Living Trust?) for estate planning purposes, you probably did so with the belief that it would make administration of your estate easy,
The administration of an estate is often characterized by confusion due to the lack of proper estate planning. Unfortunately this occurs at the worst possible time when a loved one has died and
If you are like me you get to the last few months of the year and think about how to give gifts to your children or others that you love. Funny… the IRS
The use of a joint revocable living trust as the primary estate planning instrument may be appropriate in limited circumstances, but its use can result in significant gift and estate tax problems in larger
- 1
- 2
