February 16, 2022 •
Estate Planning 
Of course, just because you have a living trust doesn't mean you are all set. Here are a few of the most common mistakes people make with their living trusts.
Read MoreFebruary 10, 2022 •
Estate Planning 
Estate Planning may not be something you necessarily WANT to think about, but it could protect your interests and wishes long after you are gone.
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 MoreMarch 23, 2021 •
Estate Planning ![]()
Inheriting a residential property like a house marks the end of a life and the beginning of deciding what to do with the property and implementing that plan.
Read MoreMarch 8, 2021 •
Estate Planning ![]()
I was told that unlike wills, a trust doesn’t require probate and is not taxable. My main asset is a house that I want to pass on to my son. Would a living trust help?
Read MoreFebruary 17, 2021 •
Estate Planning ![]()
The death of a loved one is always a difficult time. The last thing most people want when they're grieving is to have to deal with the IRS and state tax officials.
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To paraphrase Mark Twain: reports of the death of state estate taxes are greatly exaggerated. In fact, there are recent signs that states are starting to beef up their estate tax laws, instead of tearing them down. This, of course, is bad news for wealthier Americans, who had hoped that state lawmakers would continue burying these taxes.
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