Getting the news that you have to undergo major surgery is never easy. Preparing for absences from work, planning for childcare and household responsibilities, and reviewing your estate plan will be among the
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Getting the news that you have to undergo major surgery is never easy. Preparing for absences from work, planning for childcare and household responsibilities, and reviewing your estate plan will be among the
There is a common misconception that estate plans are only for the ultra-rich - the top 1 % - maybe the top 10%, 20%, or some other arbitrary determination of “enough” money. In
Unfortunately, sometimes a death in the family can bring out the worst in people. Indeed, family resentments sometimes simmer during a time of grieving - particularly when money and assets from the deceased’s
Estate Executor Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and responsible for performing under the terms of the will
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
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
When Slade passed away two years ago, he left all of his assets to his wife, either through beneficiary designation or jointly owned property. The two had worked hard and had been married
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