Tax, Real Estate, Corporate & Estate Planning
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Blog Posts in 2019

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  • Tap into the Power of a Grantor Trust
    Tap into the Power of a Grantor Trust

    The U.S. survived the worst recession since the Great Depression. But believe it or not, there is a silver lining: this tough economy has driven applicable federal rates (AFRs) to rock bottom levels. ...

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  • Understanding Estate Administration and the Probate Process
    Understanding Estate Administration and the Probate Process

    You may have heard people say that it's wise to avoid probate. But is it true and do you understand why? Probate is the court-supervised process for distributing the assets in your estate. It involves ...

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  • How to Benefit from the Rising Average Age of American Workers
    How to Benefit from the Rising Average Age of American Workers

    By 2026, nearly one in four workers will be 55 and older. That's compared to about one in five today, according to the U.S. Bureau of Labor Statistics. So, the proportion of younger workers in the ...

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  • When to Update Your Estate Plan
    When to Update Your Estate Plan

    Estate planning isn't just for the rich and famous. Many people mistakenly think that they don't need an estate plan anymore because of the latest tax law changes. While it's true that the Tax Cuts ...

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  • Exploring the Cashless Movement in Retail
    Exploring the Cashless Movement in Retail

    Cash as a form of legal tender isn't yet as obsolete as 8-track tapes and VCRs. But it's definitely less popular with certain demographic groups than others. Only 30% of all retail transactions were ...

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  • The GST: Wealth that Skips a Generation
    The GST: Wealth that Skips a Generation

    Beneficial rules for the generation-skipping transfer (GST) tax are currently in force, which may allow you to pass on assets to future generations without a federal tax bill. GST Tax Basics When it ...

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