Blogs

When going through the estate planning process, there is no shortage of options when it comes to ways to preserve your wealth for future generations. But, while the list of options may seem endless, certain options are better than others in certain circumstances, and...

When you prepare an estate plan, you make decisions about the future based on the information that you currently have available. As time goes on and circumstances change, you may find that your estate plan has become outdated. This is normal, and it is not...

As a general rule, disposing of an asset that has appreciated in value triggers a tax obligation to the Internal Revenue Service (IRS). If you have held the asset for less than a year, you will owe ordinary income tax; if you have held it for a year or longer, you...

When you go through a divorce, dealing with the legal and financial hurdles can seem like a never-ending process. Even if your split was amicable, the process almost certainly took time, and you probably spent a significant amount of time in the office or on the phone...