How to leave property to your heirs without a huge tax bill
The goal of every parent is to bless their children with an inheritance that they can use long after they have passed away. Whether that be real estate such as a family home or vacation property, or an investment portfolio, these are assets you want to leave to your...
How To Best Navigate The Biden Tax Plan
If you’re in the process of estate planning right now, you may be asking the question: what is the Biden tax agenda, and when, if passed, will it be implemented? What is The Biden Tax Plan? Let’s start with the basics: what is the Biden tax plan? To put it simply, the...
Summary of Tax Cuts and Jobs Act
As you may have heard, the Tax Cuts and Jobs Act (“Act”) was recently signed into law, providing significant changes to the U.S. tax code for individuals and corporations. Due to the significant changes, we thought it would be helpful to provide you with some guidance...