Protect Your Estate With These 2 Essential Documents
Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones during your lifetime. To spare your family from guessing …
The Sandwich Generation Tax and Financial Planning Issues
The term “sandwich generation” was originally coined to describe baby boomers caught between caring for their aging parents and their children. These days the term applies to whichever generation is …
Don’t Rely on an Outdated Estate Planning Strategy
Because of the current estate tax exemption amount ($11.7 million in 2021), many estates no longer need to be concerned with the federal estate tax. Years ago, a much smaller …
Should an LLC hold your vacation home?
If you share a vacation home with family members, holding it in a limited liability company (LLC) is one option that offers several important benefits. Here are a few: Asset …
Consider Taxes Before Moving Out of State
With so many people working remotely these days, it’s become common to think about moving to another state — perhaps for better weather or to be closer to family. Many …