Is the Bypass Trust Old Technology?Not every trust fits every situation. The interests of older folks are usually different than those of younger generations. And couples with
Create a Solid FoundationEstate plans are effective when they accurately reflect your wishes based on your most current life circumstances. Too often I hear about...
Basics of "Basis""Basis" is an important income tax concept used to determine the amount of taxable income that results when you transfer an asset. The...
The Beauty of a Roth IRASaving for retirement is a financial goal for most clients. Many of us are familiar with the terminology but aren’t quite sure what it...
Estate Tax in a NutshellThe subject of estate taxation can be pretty tedious to most people. Here I will briefly explain three basic tax facts relating to estate...