14
January
I had a conversation with a potential client today that asked me about whether or not excise taxes had to be paid on a real estate transfer into a revocable.
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Taxes
17
December
A common idea when people are thinking about estate planning is to quitclaim their home to their kids. The thinking is it will allow one to avoid probate and just.
8
April
What is a step-up in basis (and why is it important in estate planning)? Click here to schedule a FREE strategy session with an estate planning attorney.
31
March
What is the generation skipping tax? Click here to schedule a FREE strategy session with an estate planning attorney.
18
March
Who needs estate planning? Click here to schedule a FREE strategy session with an estate planning attorney.
20
February
In this episode of Estate Planning TV I cover everything I would cover in a traditional estate planning potential client meeting, including: 1. Power of attorney 2. Medical power of.
5
April
Imagine a scenario that happens to you every day. You are driving to work. You pull out of your driveway just like you do every day. You get on the.
2
March
I had a client recently hire the firm because his father had passed away. He had a will and that was it. He thought it would be a simple probate.
27
February
In you own a business and are wondering when the right time to start business succession planning the answer is NOW! There are several components you should have in place.
23
February
Yes, we’re all snowflakes, special little creatures with our own special talents and eccentricities. But there is one thing we all have in common – we’re all going to die.