When your mom or dad passes away, there are a million details – large and... [Read more...]
When is a Gift Taxable?
Not every gift has to be reported to the IRS, nor does every gift trigger... [Read more...]
Three Advantages of a Revocable Living Trust
If you’re considering whether to establish a will or a revocable living trust, you might... [Read more...]
Is Your Estate Plan Complete?
Making sure you have a truly effective estate plan in place requires a good bit... [Read more...]
Making Changes to Your Revocable Living Trust
A few years ago, Bob and Mary established a revocable living trust. They’ve been careful... [Read more...]
The Gift Tax Doesn’t Always Apply
There are many everyday situations in which we give gifts that aren’t subject to the... [Read more...]
What is a Roth 401(k)?
You’ve undoubtedly heard the term “Roth IRA” – these tax-free retirement accounts are incredibly popular... [Read more...]
Secrecy is Not the Best Estate Planning Strategy
Families differ when it comes to their level of comfort about discussing financial matters, and... [Read more...]
What Your Pet’s Guardian Needs To Know
What is your plan for taking care of your pet after you’ve passed away? If... [Read more...]
Safeguarding Your Estate Planning Documents
When it comes to paperwork you need to keep safe and secure, your estate planning... [Read more...]
Qualifying for Medicaid: Timing is Everything
If you or your spouse anticipate the need for nursing home care in the future,... [Read more...]
How’s This for Tough Love?
At a recent awards ceremony, Jackie Chan told the press that he intends to leave... [Read more...]
