There are a couple potential changes in the tax laws on the table right now, and one of them is the step-up in basis that applies to inherited ... Read More
Estate Planning: Don’t Assume Your Children Want Your Stuff
The man looks at his children and says, “Someday, all this will be yours.” This is a common theme, but are you sure that your children really want ... Read More
Do You Lose Your Home If You Apply for Medicaid?
People sometimes absorb information that is incomplete, and they come away with false impressions. This definitely applies to certain estate planning ... Read More
Answer These Questions to Shape Your Estate Plan
A lot of people that do not have estate plans in place say that they know they should take action, but they don’t know where to start. If you answer ... Read More
SECURE Act 2.0 Continues to Make Progress
At the end of 2019, the SECURE Act was signed into law, and it went into effect the following year. It impacted two key rules for traditional ... Read More
What Is a Fiduciary Relationship?
When you plan your estate, you record your wishes with regard to the way you want your assets to be transferred after you pass away. Everyone is aware ... Read More