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Reading Stock Charts: Serious Business
Reading Stock Charts: Serious Business When it comes to reading charts, stock analysts generally follow two distinct schools of
Cutting the Cord Sooner
Cutting the Cord Sooner Many people retire sooner or later than the typical age of 65. An entire movement
What’s the Story on Gift Taxes?
What’s the Story on Gift Taxes? In brief, the IRS is not imposing a tax on the sweater you gave
Things to Consider Before Disinheriting a Child
Things to Consider Before Disinheriting a Child Joan Crawford, the movie star, was famously stingy in her will when
How to Invest and Then Still Sleep at Night
How to Invest and Then Still Sleep at Night Everyone has their own level of risk tolerance or risk
Tax Planning: A Year-Round Task
Tax Planning: A Year-Round Task Tax planning is a 12-month activity. It’s not something you try to fix fast
Understanding DNR Orders: Medical and Legal Perspectives
Understanding DNR Orders: Medical and Legal Perspectives DNR stands for do not resuscitate. In most cases, DNR orders are
Wills vs. Trusts: What’s the Difference?
Wills vs. Trusts: What’s the Difference? When you are thinking about your estate planning process, you will want to
Back to Basics in Investing
Back to Basics in Investing The more people have achieved in their professional lives, the more uncomfortable they are
What To Know About Trusts and Taxes
What To Know About Trusts and Taxes For all intents and purposes, a trust is considered its own entity. Trusts
Protect Your Digital Assets
Protect Your Digital Assets Digital estate plans are effective ways by which you can successfully protect yourself online. They
Step-Up in Basis Rule is an Heir’s Best Friend
Step-Up in Basis Rule is an Heir’s Best Friend The step-up tax adjustment has been under siege for decades but
Setting Up a Succession Plan for Your Business
Once you’ve become comfortable with the idea that you want your business to continue after you’re no longer around, you
Unmarried Partners: Tax and More
There are many reasons why two people stay together but don’t marry: family, profession, religion, a messy divorce history. Although
What Do Trusts Really Cost?
What does a trust cost? You must consider both the initial charges for creating the structure and the subsequent ongoing
The Eternal Question: Standard vs. Itemized
With tax time coming, you will need to ask yourself: Do I itemize my deductions or do I accept the
A Close Look At a Trustee’s Duties
Julius Caesar’s wife was not a trustee, but she was (rather unfairly) expected to act like one. When she rebuffed
Long-Term Advantages of Home Ownership
There are two big tax benefits you get when owning a home: You can deduct the mortgage interest that you
How to Choose the Right Probate Lawyer
Maybe you have been named executor in a will. Or, for an added wrinkle, suppose there is no executor, or
What Happens When You Don’t Trust Your Trustee – Part I
Estate Plans use both revocable and irrevocable trusts for a myriad of reasons. Regardless of the type of trust created,
