by amanda | Uncategorized
Let’s face it – buying a home can feel like a challenge with today’s mortgage rates. Read More
by amanda | Uncategorized
Hey everybody – it’s January! How was your New Year’s Eve? How did you celebrate? Did you go to a party? Did you host a party? Were there games at your party? What kind of games? Charades? Jenga? Maybe you went crazy and played Twister!…By:...
by amanda | Uncategorized
Dear Jonathan: Based on my research, I feel like I’m pretty well versed in what I am supposed to do when it comes to creating an estate plan for myself. Everything I have read says that I should have a will, powers of attorney and a trust. What I would like to...
by amanda | Uncategorized
If retirement is on the horizon, now’s the time to start thinking about your next chapter. Read More
by amanda | Uncategorized
For federal estate and gift tax purposes, transfers are valued at the “fair market value” of the asset on the date of transfer. One of the more common estate tax audit issues is the failure to properly report the value of items of tangible personal...
by amanda | Uncategorized
A well-structured trust is often a central estate planning tool for small businesses and closely held family business owners when passing a business or wealth to your children. This includes heirs, beneficiaries, and future generations of your family and spouses while...
