NEWS & LEGAL ARTICLES
Discussing Estate Planning with Loved Ones
I always advise my clients to let their family members know that they have done estate planning and where the documents are located. At a minimum … family members must know that planning has been done.
How To: Lifetime Gifts
It may be better to give than to receive but, careful examination of both personal and tax considerations should be made before embarking on a course of lifetime gift giving.
Our First Wreath!
REMEMBER the Fallen, HONOR those who Serve, TEACH our children the value of Freedom.
How Can Taxes be Saved Upon Death?
“Cost basis” is the term used to describe the original cost of an asset. It is used to determine the taxable gain on the sale of that asset.
Who is Joseph Warren?
For those who have roamed the halls of our office, you have probably wondered: who is Joseph Warren?
What is a Personal Representative?
A personal representative is the person named in a Will to handle the Will-writer’s property after death. It is the name of the person often referred to as an Executor or Administrator.
Estate Planning for Young Children
No one likes to think about death much less plan for it. Many surveys indicate this is one of the biggest factors in not doing estate planning. However, doing estate planning is an act of love.
Don’t Forget to Plan for Pets!
Many of us have pets that we love. What would happen if you were no longer able to care for them? Here are answers to some basic estate paw-lanning questions.
Estate Planning in Uncertain Times
Getting your affairs in order creates a sense of peace. This can be especially true given the current uncertainties related to the Coronavirus. Here a three planning tools that bring greater peace of mind.
COVID-19 Relief | March 2020 CARES Act
On March 27, 2020, the President of the United States signed into law the Coronavirus Aid Relief and Economic Security (CARES) Act, which includes the Paycheck Protection Program (PPP).
