July 19, 2022 •
Estate Planning Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
Read MoreJune 24, 2022 •
Estate Planning The Treasury Department is on the cusp of changing a taxpayer-friendly regulation regarding federal estate taxes, but there’s no need to panic. As long as taxpayers can show that their gifts are truly gifts, they should not be affected by the revision.
Read MoreApril 20, 2022 •
Estate Planning These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
Read MoreFebruary 28, 2022 •
Estate Planning If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
Read MoreDecember 2, 2021 •
Estate Planning A recipient of a gift does not pay income taxes on the gift. However, the gift-giver may pay gift taxes, unless one of two exemptions applies.
Read MoreAugust 20, 2020 •
Estate Planning Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.
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