3 ITEMS YOU MUST DO POST-DIVORCE People often describe their wedding day as one of the happiest of their lives. However, sometimes happily-ever-after doesn’t last as long as it should and the day comes when dissolution papers are signed, assets dissolved, and households are split. This process of divorce can be emotionally draining, and people… Continue reading POST DIVORCE CHECKLIST
Property (real or otherwise) inherited by family or friends is not considered to be taxable by the federal government. The ability to be taxed on a piece of property that is inherited can be a big concern and point of confusion for many people. The lesser known IRS “gift” Basis Step Up, also known as… Continue reading BASIS STEP UP 101
There is no doubt that everyone loves a bargain when organizing their estate and giving instructions on the distribution of their worldly goods after death. Yes, you can write your wishes on a piece of paper or you can fill out some quick online forms and have either witnessed as a last will and testament… Continue reading Pitfalls of DIY Estate Planning
Estate planning goes beyond estate taxes and to the heart of protecting what's most important to you; your family's legacy, their goals and dreams.