November 4, 2021 •
Estate Planning 
A divorce almost always comes with emotional, personal and financial complications. However, a divorce late in life also adds a level of complexity to your estate and tax plan.
Read MoreOctober 12, 2021 •
Estate Planning ![]()
If you’re planning an inheritance, be careful about leaving these assets to a loved one. They may create more trouble than they’re worth.
Read MoreJuly 9, 2021 •
Estate Planning ![]()
My sister passed away. Her only possession was her home, which still has a mortgage and she left it to my son and daughter, her niece and nephew. What inheritance tax will there be?
Read MoreApril 30, 2021 •
Estate Planning ![]()
How can you prepare your children to handle the assets they’ll eventually inherit?
Read MoreMarch 17, 2021 •
Estate Planning ![]()
My 91-year-old mother-in-law died on Dec. 13, 2020. There was no will, so we are currently working our way through the probate process. Her income was less than $20,000 a year from Social Security and we can’t find any tax returns she filed. Was she required to file?
Read MoreFebruary 26, 2021 •
Estate Planning ![]()
When a house is sold, the seller is responsible for paying tax on the profit in the year of the sale.
Read More
