Tag: Estate Planning
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The Power of Ownership
You have worked hard for many years to accumulate the assets you utilize to sustain your retirement. This balance sheet of tangible and intangible items may last beyond your needs. What are you to do with the remainder of this estate? As the owner of the assets, you possess a tremendous power of control. You […]
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Estate Tax Changes May Affect You
Big projects and changes in the operations of government are always sought by new presidents with in their first one hundred days in office. President Biden is no exception to this trend. However, one of the areas of change proposed by the new administration is estate taxation. Under current law, most citizens’ estates in the […]
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Proper Planning For Your Estate is Critical
“Should I have a trust? A will? Which is better for my heirs?” These are the types of questions many of our clients pose when we are planning for their estates. The short answers to these valid questions are: Maybe, maybe and depends. Now that I have clearly confused you, this article will provide you […]