Is the Bypass Trust Old Technology?
Not every trust fits every situation. The interests of older folks are usually different than those of younger generations. And couples with
Apr 7, 2020
Create a Solid Foundation
Estate plans are effective when they accurately reflect your wishes based on your most current life circumstances. Too often I hear about...
Sep 11, 2018
Basics of "Basis"
"Basis" is an important income tax concept used to determine the amount of taxable income that results when you transfer an asset. The...
Apr 14, 2016
The Beauty of a Roth IRA
Saving for retirement is a financial goal for most clients. Many of us are familiar with the terminology but aren’t quite sure what it...
Mar 17, 2016
Estate Tax in a Nutshell
The subject of estate taxation can be pretty tedious to most people. Here I will briefly explain three basic tax facts relating to estate...
Jan 6, 2016