Don’t Make These Trust Errors
Trusts can be used as an asset protection tool and to help your beneficiaries avoid the cost and expense of […]
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IRS to Recalculate Taxes for Unemployment Break
Legislation signed in March allows taxpayers who earned less than $150,000 in modified adjusted gross income to exclude unemployment compensation […]
Learn MoreA 2021 Update on Tax and Education Credits
Taxpayers who have to write big checks for higher education can see tax savings when filing tax returns next year. […]
Learn MoreFunding a Trust
When it comes to estate planning, Ted and Emily thought they were ahead of the game. They went to their […]
Learn MorePeace of Mind for New Moms and Dads
A brand new baby brings a special kind of chaos to your home. In the midst of sleep deprivation, midnight […]
Learn MoreConsidering a Refinance? What You Should Know
In order to know whether or not you should refinance, it is important to understand exactly what it means to […]
Learn More3 Ways to Pass Your House to Your Children
Your home is probably your most valuable asset. You are clear about whom you want to end up with when […]
Learn MoreHow to Protect Your Money from Medicaid
The elderly may find themselves facing financial ruin in their later years. Fortunately, there’s Medicaid, but in most cases, they […]
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Who Is the “Right” Expert to Go to for Advice on Estate Planning?
Who is the “right” expert to go to for professional advice on estate planning and taxes: an estate lawyer, a […]
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Advance Directive Living Will
There may come a time in your life when you can’t make your own health care decisions for any number […]
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Do You Need A Trust, Or Will A Will Suffice?
When it comes to estate planning, there are many decisions to make, and among the most important is whether you […]
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Features of Revocable and Irrevocable Trusts You Should Know
When determining your estate’s future distribution with the protection of assets and minimizing estate taxes as a goal, it’s essential […]
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