Blogs
Passing on Wealth: Seven Strategies for Minimizing Taxes
Just like in the classic board game Monopoly, managing real-life wealth requires strategic moves. As you go along, you might acquire...
Can I Draft a Ladybird Deed Myself?
There are online tutorials these days for everything from installing a door to drafting legal documents like wills or deeds. With...
How to Avoid the Common Pitfalls of Special Needs Planning
Caring for a loved one with special needs can come with a steep learning curve. You might encounter medical terms you’ve never...
Marital Trusts and Taxation: Should my Marital Trust be set up as a BDOT?
Marital trusts are an estate planning tool that allows assets to be transferred to a surviving spouse tax-free. There are many types...
Understanding Powers of Appointment
In protecting your legacy, you can’t go it alone. That’s because, to create an estate plan that safeguards your wishes, you must...
Should I Form a C-Corp to Reduce My Tax Burden?
It’s not uncommon for individuals in higher tax brackets to end up with an undesirable tax bill at the end of the year. It’s also...