What You Need to Know About Self-Canceling Installment Notes
The Internal Revenue Code assesses a tax (gift or estate) on the transfer of money or property from one person to another during life or at death, with some exceptions. […]
What Is the Last Surviving Spouse Rule?
Estate planning can be a significant part of successful financial management, especially for married couples.
Unique Gift Ideas that Benefit You Too
You may associate the month of December with giving holiday gifts, but it is also a great time for you to think about the valuable estate planning opportunity presented by […]
How Can Blended Families Use Estate Planning to Protect All of the Siblings?
No matter how solid the relationships might be, it is important for parents to be aware how blended families can create unique estate planning issues.
