Just the Facts on Estate Planning
May 14, 2025
There are many misunderstandings regarding estate planning that cause confusion.
How Do Gifting Strategies Minimize Estate Taxes?
December 29, 2023
Beyond being an act of generosity, gifting ensures that a significant portion of your wealth is preserved rather than diminished by taxes.
What Changes Will Allow Military Families to Put More Food on the Table?
June 7, 2023
More service members will soon qualify for a new allowance designed to help them put food on the table.
Can Estate Planning Reduce Taxes?
July 25, 2022
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
What are the Negatives of Investing in Cryptocurrency?
January 24, 2022
What happens when all of a corpse’s money is in his cold wallet?
How Do I File Taxes on a CARES 401(k) Withdrawal?
May 19, 2021
Penalties were waived on 401(k) and IRA withdrawals for coronavirus costs, but you still owe the taxes.
Would Life Estate Have an Impact Taxes on an Inherited Home?
March 15, 2021
My mother died this year and when my sister and I went to sell her home, we found out that without our knowledge, our mom had put us on the title as joint owners, even though neither of us had put any money into the purchase of the home some 30 years ago. Are we now on the hook for taxes on the gain in house value?
Do I Have to Pay Taxes during Retirement?
October 13, 2020
Some retirees may be surprised to learn that a portion of their Social Security benefits could be subject to federal income taxes.