Articles
Preserving Estate Assets for your Heirs
The first things that come to mind when you think of estate planning might be your will, beneficiaries and executor or estate administrator. However, another key element is planning for the tax liability on your estate’s assets.
Ways to Give to Grandchildren
Giving a financial gift to a grandchild can be tremendously satisfying, knowing you’re helping to make a difference in a loved one’s life. The first step is choosing when to make a gift.
Have you Named a Trusted Contact Person?
If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future…
Transferring the Family Vacation Property: Now or Later?
When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?
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