How to Fund Marital Gift and Credit Shelter Trusts
Baby boomers are inheriting their parents’ wealth, and their children are receiving funds transferred through a variety of trusts established […]
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Growing and Protecting Your Legacy
The Basics of FATCA and Form 8938
The Foreign Account Tax Compliance Act (FATCA) generally requires that foreign financial institutions and certain other non-financial foreign entities report […]
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What Is A Power Of Attorney?
Estate Planning Attorney A power of attorney is a powerful document. It is used to appoint someone else to make […]
Learn MoreHow To Pick The Best Place To Retire
Do you dream of getting out of your area once the kids have moved out and you don’t need to […]
Learn MoreAt Tax Time, Don’t Forget The States!
Most states have a state income tax in addition to the federal income tax, and in some cases, certain localities […]
Learn MoreIs Umbrella Insurance Right For Me?
Umbrella insurance is a type of personal liability insurance that applies to a broader range of situations than conventional business […]
Learn MoreDefined Benefit Plans: The Standard Pension
Defined benefit plans are retirement plans that are largely funded by employers, with payouts based on a set formula that […]
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What Are The Benefits Of Dental Implants?
Estate Planning Attorney There are many ways a person may choose to prepare for the future, whether it is getting […]
Learn MoreTravel Tips For Seniors & The Elderly
One reason people look forward to retirement is because they’ll finally have the time to travel. If you’ve only had […]
Learn MoreWills Vs. Trusts: What’s The Difference?
A will is a written document expressing your wishes for disposal of your estate, and can also name guardians of […]
Learn MoreLimited-Time IRS Donation Rules For Taxpayers
The rules governing the deduction of charitable contributions can be pretty strict. However, legislation has relaxed a number of them […]
Learn MoreIRS Update On Student Loan Relief
In late September, the IRS sent out some new details on student loan relief, which was announced earlier this year. […]
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