Why "Step-Up" in Basis is a Good Thing
"Basis" is an important income tax concept used to determine the amount of taxable income, or capital gain, that results when you...
Mar 6, 2018
Essentials of an Estate Plan
Many people feel confused about what they need to get their estate in order. Here are the essentials of a basic estate plan: 1. Will....
Aug 30, 2017
Most People Put Off Protecting Their Families
Most Americans feel confused about estate planning. It’s hard to decipher what you really need and how the different parts of an estate...
Apr 14, 2017
A Mathematical Theory Says the Best Age to Get Married is 26
If you are looking for a spouse there’s an app for that … and now there’s an algorithm! Really, there’s a formula behind determining the...
Mar 23, 2017
Why You Need a Health Care Directive
Let’s face it, no one wants to think about aging and illness. In my recent blog post Procrastination About Your Estate Plan? Me Too, I admit
Mar 14, 2017