Did your son or daughter just turn 18? Chances are that they are about to start college and are looking forward to this exciting phase of life. You might not feel your child is fully grown and that they…Read More
What if you knew that up to $500,000 of gain on an asset would be tax-free? Would you consider investing in that asset? Chances are, you already own such an investment. More specifically, you live in it. As tax expert…Read More
When you die, your estate goes through a process that manages, settles, and distributes your property according to the terms of your will. This process is governed by state law and is called probate. Probate proceedings fall under the jurisdiction…Read More
Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for making your meeting as productive as possible. Decide what you want to know One of the…Read More
An inheritance is generally worth only what your heirs get to keep after taxes are paid. So when it comes to leaving a legacy, not all property is created equal–at least as far as federal income tax is concerned. When…Read More
If you make significant gifts to your children or someone else’s children, or if someone else makes gifts to your children, there are a number of things for you to consider. Transfers that are not taxable gifts There are a…Read More
Our “Creating a Will” seminar was well-received by those who attended. The presenter, Marty Roos of Strasburger & Price LLP, did an excellent job of providing practical education to help the audience understand important considerations when planning for your estate….Read More
If you have not addressed all of the following topics, please understand that many people have not. We hear far too many regrettable stories that could have been prevented with some basic planning. The purpose of this post is to…Read More
