It is a grim topic, but it is an important one. Let’s talk about death. Specifically–have you planned what will happen after ...
You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations. Many people don’t ...
Before gifting a holiday property, an individual or couple (who can gift up to $22.8 million against their lifetime estate-tax ...
Over the years as the tax code changed both for estates, individuals and corporations, proper planning considers not just taxes ...
Two very dear friends of ours have lived together, unmarried, for more than 20 years. He owns the house. Both were married before ...
If you prefer to have control over this decision rather than a total stranger, get a durable power of attorney. Experts urge ...