Dec 4, 2017
The holidays is a generous time of giving. However, almost know one wants the IRS to receiving any gifts. Happily, the law allows you to give gifts without letting the IRS receive a portion of that gift. Some of these laws are pretty straightforward with how they...
Nov 28, 2017
Too many Americans think that estate planning is only for those who are very wealthy-the 1%’ers. In truth, this is incredibly wrong, as any adult has the need for an estate plan and can benefit from a plan. Unfortunately, too many Americans have not created an...
Nov 21, 2017
Family history is incredibly important for self-identity, but it is also easily lost and forgotten. That means that sharing your family history now is vital. Family gatherings, like the holidays, are excellent times to share family history with family members....
Nov 14, 2017
A comprehensive estate plan should address all of your assets. Most people’s estates include the following: a home, bank accounts, and personal property (furniture, clothes, golf clubs, jewelry, etc.). Many families also have 401(k)’s, IRA’s, life...
Nov 7, 2017
If you travel a lot, you may have accumulated a lot of travel miles. As you think about the future, you may want to know if it is possible to pass on your frequent flyer miles if you were to pass. Those flyer miles could be work a lot of money, so you would not want...
