Balancing Act: What Matters Most to You?
When people begin getting their affairs in order through the creation of an estate plan, they often face a delicate balancing act between saving on income and estate taxes, protecting […]
What Paperwork Is Required to Transfer the Ownership of Home to Children?
Have you considered transferring ownership of your home and wondering what records or paperwork is required? The reason for wanting to transfer will help determine how you should proceed.
Can Estate Taxes Be Avoided with a Trust?
The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
What Is Purpose of an Irrevocable Life Insurance Trust?
Death and taxes may be certainties of life, but how much tax your family pays upon your death is still within your control to a certain degree.
