Estate Planning for Athletes Part 2: Notable Real-Life Examples
Proper estate planning does much more than address what happens to your assets and property at death. It starts with taking control over your assets...read more →
Estate Planning for Athletes Part 1: Your Financial Game Needs a Winning Strategy Too
In the sports world, success often brings significant monetary compensation. While high earnings are a dream come true for many, it is important to...read more →
Wealth Transfer Strategies to Consider This Election Year
With the Democratic Party pushing to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes...read more →
Estate Planning Tip: Be Aware of a Recent Tax Court Ruling that “Loan” Is Actually a Gift
In a recent tax court case, Estate of Bolles v. Commissioner, T.C. Memo. 2020-71, 119 T.C.M. (CCH) 1502 (June 1, 2020), the court recognized that...read more →
How the CARES Act Affects Your Retirement Plan
The Internal Revenue Service (IRS) recently published questions and answers (click here) regarding retirement provisions in Section 2202 of the...read more →
Don’t Procrastinate: Answer these 4 Questions to Get a Quick Jump-Start on Your Estate Plan
As the coronavirus pandemic continues to disrupt daily life and leave Americans uncertain of the future, you do not have to feel helpless. In fact,...read more →
COVID-19: A Reminder of Why Estate Planning Is Important
The past few weeks have been incredibly difficult for many people in communities around the world. It is crucial for everyone, particularly those...read more →
Top 5 Common Mistakes with DIY Estate Plans
The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply...read more →
Four Incentives the SECURE Act Gives Small Business Owners
The “Setting Every Community Up for Retirement Enhancement” Act (“SECURE Act”) was signed into law at the end of 2019. The...read more →