Tax, Real Estate, Corporate & Estate Planning
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Blog Posts in 2020

All Posts
  • Let Logic, Not Emotion, Prevail Over Your Portfolio
    Let Logic, Not Emotion, Prevail Over Your Portfolio

    I magine this scene: You're at your favorite clothing store when you see a shirt. You pick it up, consider it, then put it back. It's not your color. As you move away, you notice another customer ...

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  • Save on Taxes While Doing Good
    Save on Taxes While Doing Good

    If you own assets that have appreciated significantly over the years, you may be able to profit more by giving them away than by selling them. By setting up a charitable remainder trust (CRT), you can ...

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  • What's Involved in Being an Estate Executor?
    What's Involved in Being an Estate Executor?

    What's Involved in Being an Estate Executor? If you're asked to serve as the executor of an estate, think carefully about the decision before accepting the position. Acting as an executor or ...

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  • Will Your Work-From-Home Policy Continue, Post-Covid-19?
    Will Your Work-From-Home Policy Continue, Post-Covid-19?

    Earlier this year, employers were polled by Mercer, a global benefits consulting service, to give their preliminary thinking about flexible work arrangements in a post-pandemic environment. Their ...

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  • Year-End Estate Planning Tips for 2020
    Year-End Estate Planning Tips for 2020

    Most people aren't currently exposed to the federal estate tax, thanks to the generous unified federal estate and gift tax exemptions. However, there are still good reasons to review your estate plan ...

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  • Align Your Will With Other Documents
    Align Your Will With Other Documents

    You know the importance of having a will. If you die "intestate" (in other words, without a will), your state's laws will determine the disposition of your assets. Your actual wishes will be ...

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