March 29, 2022 •
Estate Planning My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?
Read MoreJuly 29, 2021 •
Estate Planning President Biden’s proposal to eliminate the step-up for calculating inheritance taxes targets a tactic that has long been a wealth-preservation tool. What are some of the ramifications of the proposal and what, after political wrangling, could be the tax implications for large inherited assets?
Read MoreApril 14, 2021 •
Estate Planning While the tasks of dealing with an estate after someone passes may be simple administration, the work associated with it is often quite complicated.
Read MoreApril 9, 2021 •
Estate Planning Under current rules, the federal estate tax won’t ever affect you, unless you’re quite wealthy. However, that could change rapidly, even if you are far from rich.
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