Jul 30, 2020 | Estate Planning, Uncategorized
Fortify Your Assets Against Creditors With a Trust August 3, 2020 You may think of trusts as estate planning tools — vehicles for reducing taxes after your death. While trusts can certainly fill that role, they’re also useful for protecting assets, both...
Jul 21, 2020 | Estate Planning, Uncategorized
Estate Planning for Digital Assets and Accounts July 23, 2020 Nearly everyone owns at least some digital assets, such as online bank and brokerage accounts, bill-paying services, cloud-based document storage, digital music collections, social media...
Jul 14, 2020 | Estate Planning, Uncategorized
Estate Planning When You Have Adopted Children or Unadopted Stepchildren July 16, 2020 If you have adopted children or unadopted stepchildren, estate planning is critical to ensure that your property is distributed the way you desire. Adopted Children...
Jul 2, 2020 | Uncategorized
A Win-win Proposition: a CRT Can Benefit You and Your Favorite Charity July 8, 2020 Are you a multitasker? If so, you may appreciate an estate planning technique that can convert assets into a stream of lifetime income, provide a current tax deduction...
Jun 30, 2020 | Uncategorized
Tax Tips to Aid in Retiring Early July 28, 2020 Maximize Tax Advantaged Retirement Accounts Retirement accounts like traditional IRAs and 401(k)s allow qualified taxpayers to save pre-tax money, invest the funds, and not pay taxes until the funds are withdrawn...
Jun 30, 2020 | Tax, Uncategorized
What Everyone Should Know About Estate Taxes July 9, 2020 Most taxpayers ignore the federal estate tax, thinking they will never be touched by it. Unfortunately, you do this at your own peril. Why? Because states often have this tax AND politicians have a...
