by amanda | Uncategorized
The estate tax is a tax on transferring assets from a deceased person to their heirs or beneficiaries. The federal estate tax in the United States is imposed on the transfer of the taxable estate of every decedent who is a US citizen or resident. The taxable estate...
by amanda | Uncategorized
Have you just heard about this type of condo and are wondering what it means and how it works? Understanding Non-Warrantable Condos and their financing challenges is crucial when purchasing a condominium. Non-warrantable condos fail to meet requirements set by...
by amanda | Uncategorized
There is a common misconception that life insurance benefits are not subject to estate tax. While the proceeds of a life insurance policy are not taxable income to the beneficiaries, they are part of a person’s taxable estate if the insured dies owning the...
by amanda | Uncategorized
In real estate, a good first impression is key. If the outside of a house looks welcoming, more people will want to come in and see it. Read More
by amanda | Uncategorized
When it comes to securing your family’s future, estate planning is a crucial step that many people often overlook or postpone. However, understanding the fundamentals of estate planning can provide peace of mind and financial security for you and your loved ones...
by amanda | Uncategorized
Clients desiring to make gifts often ask about the conditions that they can place upon the gift thereby requiring or forbidding some act prior to receipt. Requests run the gamut from prohibition on tattoos to no children outside of wedlock to divorce of a spouse. If...