Filing Taxes when a Loved One passes
No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
February 24, 2022
The Estate of The Union Episode 14: Needle in a Haystack – Finding the right Caregiver is out now!
The Estate of The Union Episode 14: Needle in a Haystack – Finding the right Caregiver is out now! Getting squeezed between being a parent
February 22, 2022
Family Caregivers eligible for Tax Credits
There are actually several tax credits and deductions available to adult children who help look after their aging parents or other relatives.
February 21, 2022
What are the Advantages of Modern Directed Trust?
Modern trusts can be drafted, and existing trusts can be modified, to provide flexibility allowing a family the ability to navigate an unknown future and preserve family legacies intergenerationally.
February 7, 2022
Is Your Home an Asset or Liability?
Could generations of traditional homeownership wisdom be wrong? Here’s what you need to know to determine whether your home is an investment that will pay off in retirement—or a liability.
January 27, 2022
The Estate of The Union Episode 13: Collision Course – Family Law & Estate Planning
The Estate of The Union Episode 13: Collision Course – Family Law & Estate Planning is out now! There is a dangerous intersection at the
January 25, 2022
What are Home Caregiving Options for Parents?
Family caregivers cannot do all things all the time. Recognizing when you need outside help is good for you, and also for your loved one.
January 14, 2022
Understanding how a Life Estate works
Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.
January 12, 2022
Naming Beneficiaries is Vital to Your Planning
If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
January 7, 2022
Trust provides more Protection than TOD
Both help you pass down assets, while avoiding the time and expense of probate. However, one has much more flexibility than the other.
January 6, 2022