Well, one of the more painful election cycles I have ever experienced is, thankfully, over. Now that the American people have finally cast their votes and elected Donald Trump to the White House and a Republican-controlled Congress, it is natural…
Tag: estate planning
State Tax Credit Can Help With Home Improvement Costs
A recent article in our newsletter discussed Universal Home Design and the advantages it has for individuals of all ages.…
Planning for Small Business Owners Is Critically Important
At times we all fall victim to focusing on the present at the expense of planning for the future. Many business owners continually focus on the daily, monthly, quarterly, and annual goals of the business and often do not consider…
How to transfer property to a living trust
A living trust is a legal entity that is used to hold title to your assets while you are alive.…
Home Upgrades to Help Aging in Place
Many individuals want to stay in their home through old age. Frequently, our clients are concerned that their home is…
Department of Defense Rolls Out a New Retirement Plan
The Department of Defense has unveiled a new retirement plan that will go into effect on January 1, 2018. The…
The Effect of Divorce on Your Estate Plan
An unfortunate, but common, scenario: You and your spouse get divorced. You remarry, but die shortly thereafter. Your loved ones…
How net investment income can affect tax planning
There are two ways in which the 3.8 percent net investment income tax (NIIT) can have an impact on your…
What personal representatives of estates need to know
Personal representatives, or executors, of estates need to be aware of the procedure that is used to probate an estate with a will. The executor who is designated in the will must make an appointment with the probate division to…
