Conversation

July 12, 2018

Though you can’t physically touch digital assets, they’re just as important to include in your estate plan as your material assets. Makes sure your loved ones know they exist, and how to access them.

Tax Law Effect on Estates and Inherited Property

July 05, 2018

A tax law change enacted in 2015 warrants your attention. It generally prohibits the income tax basis of inherited property from exceeding the property’s fair market value (FMV). Let's take a look.

The Latest Scam Targeting Businesses | Part 2

Jim Smith

July 03, 2018

Managing Your Money

We’ve been discussing a very common type of fraud affecting our businesses, Business Email Scams or Spoofing. There are three key components that you and your employees should understand: what . . .

Fortify Your Estate Plan Against Undue Influence Claims

June 19, 2018

It’s possible your will could be contested and your true intentions defeated if someone is found to have exerted “undue influence” over your decisions. Let's take a look.

Naming a Minor as Beneficiary: Unintended Outcomes

June 07, 2018

A common estate planning mistake is to designate a minor as beneficiary of a life insurance policy or retirement plan. You mean well, but doing so can have significant undesirable consequences.

Your Will: Does Your Family Know Where It Is?

May 15, 2018

You’re likely accustomed to conducting a variety of transactions digitally. But when it comes to your last will and testament, only an original, signed document will do.

Provide for Your Spouse, Then Kids, With QTIP Trust

May 10, 2018

If you want to preserve as much wealth as possible for your children, but you leave property to your spouse outright, a QTIP trust may be the answer. What is it? Let's take a look.

Beware of Tax Liability if You've Received an Inheritance

April 30, 2018

Most people are genuinely appreciative of inheritances. But sometimes it may be too good to be true, and produce a significant income tax liability. Let's take a look.

4 Estate Planning Techniques for Blended Families

April 24, 2018

It’s not unusual for a family to include children from prior marriages. These “blended” families can create estate planning complications that may lead to challenges in the courts after your death.

IRA Rollover Deadline Waiver