Power of Attorney
A durable power of attorney is a document that allows you to name someone you trust to "step into your...
Fund your Trust
Estate planning can be simple or complex, depending on the objective you are trying to accomplish. There are many ways...
Tax Deadlines Extended
ICYMI, The federal income tax filing due date for individuals for the 2020 tax year has been automatically extended from...
Tax Time Tip
The trustees for a Qualified Revocable Trust and an executor of the related estate can file a single tax return...
The Big Impact of Low Interest Rates
Interest rates are at historical lows. These small numbers can have a big impact on your estate planning, financial, and...
Happy New Year!
With many possible impending changes on the horizon, don't forget to keep an eye out for changes that may impact...
Charitable Gift
Tis the Season! If you are considering making a charitable gift this holiday season, you may not realize there are...
Loss Harvesting
It is that time of the year when we start thinking about taxes. "Loss Harvesting" might be something to consider. ...
Thanksgiving 2020
Here are some tips that the CDC have released for Thanksgiving this year: *Having a small dinner with only people...
Estate Tax Rates
When planning your Estate and your transfer of assets, be sure to check estate tax rates versus income tax rates....