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News & Updates
Making defined-value gifts may benefit your estate plan
Oct 22, 2024
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Tax & Estate Planning
Time is running out to take advantage of the current federal gift and estate tax exemption ($13.61Â million for ...
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Is your money-losing activity a hobby or a business?
Oct 18, 2024
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Tax & Estate Planning
Let’s say you have an unincorporated sideline activity that you consider a business. Perhaps you offer photography services, ...
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Taking the mystery out of the probate process
Oct 11, 2024
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Tax & Estate Planning
Few estate planning subjects are as misunderstood as probate. Its biggest downside, and the one that grabs the ...
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Unlock your child’s potential by investing in a 529 plan
Oct 9, 2024
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Tax & Estate Planning
If you have a child or grandchild planning to attend college, you’ve probably heard about qualified tuition programs, ...
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Achieve multiple estate planning goals with one trust: A CRT
Oct 7, 2024
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Tax & Estate Planning
For many people, two common estate planning goals are contributing to a favorite charity and leaving significant assets ...
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Can homeowners deduct seller-paid points as the real estate market improves?
Oct 1, 2024
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Tax & Estate Planning
The recent drop in interest rates has created a buzz in the real estate market. Potential homebuyers may ...
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What are the duties of an executor?
Sep 27, 2024
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Tax & Estate Planning
A key decision you must make when drafting your estate plan is who to appoint as the executor. ...
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Make year-end tax planning moves before it’s too late!
Sep 25, 2024
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Tax & Estate Planning
With the arrival of fall, it’s an ideal time to begin implementing strategies that could reduce your tax ...
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A real-life example of why a holographic will isn’t enough
Sep 23, 2024
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Tax & Estate Planning
Legendary singer Aretha Franklin died more than six years ago. However, it wasn’t until last year that a ...
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Is your home office a tax haven? Here are the rules for deductions
Sep 18, 2024
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Tax & Estate Planning
Working from home has become increasingly common. The U.S. Bureau of Labor Statistics (BLS) reports that about one ...
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Understanding the $7,500 federal tax credit for buying an electric vehicle
Sep 10, 2024
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Tax & Estate Planning
Electric vehicles (EVs) have become increasingly popular. According to Kelley Blue Book estimates, the EV share of the ...
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Estate planning for residential real estate with a qualified personal residence trust
Sep 5, 2024
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Tax & Estate Planning
Do you own your principal residence? If so, you’re likely aware that you can benefit from the home’s ...
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