Estate planning allows us to avoid legal questions that arise when anyone is incapacitated or dies. Questions about finances, property, guardianship for minors, tax implications of selling property, business transfers, medical/health care considerations, funeral plans and more. Decisions made and implemented today may be modified over time, allowing flexibility over time for changes you desire. Whether […]
Taxes are in the news of late. There is one particular tax that gets a lot of press – the “estate tax”. Let’s look at the facts about estate taxes today – what in the heck is the “estate tax”? Small business owners and families alike face a variety of issues throughout life. Taxes come
What is the “Estate Tax”? Read More »
After writing the “once and done” post last week, it is important to mention one area that is frequently overlooked, your beneficiary choices. Time and time again we encounter the stories of someone who has named a person years back who is not longer their choice today. This oversight can lead to unfortunate consequences. Why
The Importance of Reviewing Beneficiary Choices Read More »
