IRS Proposed To Eliminate Valuation Adjustments
Getting A Valuation Adjustment For Certain Family Owned Businesses Has Been A Critical Planning Strategy In Avoiding An Estate Tax After Someone’s Death Well…the IRS is proposing to eliminate that…
Estate Planning Documents: What’s In YOUR Wallet?
Got a plan? According to a estate plan study commissioned by the Boston College Center on Wealth and Philanthropy, more than $59 trillion in wealth is underway to pass to…
Is This Where My House USED To Be?! No Personal Lawyer?
Could Your House Be Demolished While You Lie In The Hospital & What Is A Personal Lawyer? Picture this: you are a senior citizen and you enjoy traveling to Florida.…
Retirement In Arizona: Here Are Five Things Your Parents Can Teach You
Just When You Think You Have Learned Everything You Can From Your Parents, You Find That There Is Still More To Learn Except that this time it is about the…
Family Wealth Planning: Steps On How To Leave Your Family (& The World) A Better Place
Guilt. When You Are A Parent, You Feel Guilty It’s just how it is. Regardless of what the issue is, you hovered over your kids, you worked too hard, you regret…
Why You Should Get Your Kids An Estate Plan
When A Kid Turns 18, He Or She Is Thinking About College, Boyfriends Or Girlfriends, Music & Fun The new ADULT is NOT thinking about an estate plan and you…
Make Your Estate Plan Part Of Your Travel Plan
Heading On Your Trip Of A Lifetime? Add Completing Your Estate Plan To Your Packing List Americans are traveling more and more as the world shrinks. With online booking as…
Green Burial – A Gift
For Thousands Of Years, Burial Of Our Dead Has Occurred In The Ground Most of those burials have been green meaning no harmful chemicals were used on the bodies being…
Will-Based Plan VS A Trust-Based Plan – What’s The Difference?
The Difference Between Will-Based Plan VS A Trust-Based Plan This question arises frequently: what IS the difference between a Will-based plan and a Trust-based plan so you can make an…
Pass The Potatoes & By The Way, Did You Get Your Living Trust Done Yet? Four Estate Planning Conversation Starters
Matters Of Death & Incapacitation Are Hardly Lively Topics For The Thanksgiving Dinner Table Yet, while it can be uncomfortable to talk about estate planning matters with family, it does…