Search
JOINT WILL vs INDIVIDUAL
When I sit down with a new client to discuss a potential Will, I like to do a comprehensive review of all of the client’s estate planning...
May 6, 20223 min read
Year-End Tax Maintenance to Maximize your income for 2021
A common question I get this time of year is “what can I do to lower my tax bill?” It’s a fair question considering spending is...
Dec 9, 20216 min read
The Importance of Contingency Planning
When it comes to drafting a Will, or other Estate Planning documents, most people know who they want their primary beneficiaries to be,...
Oct 25, 20214 min read
A Step-Up in Basis, The American Families Plan
A tax advantage that has benefitted many Americans over the years has been proposed to be eliminated. President Biden’s The American...
Sep 9, 20213 min read
Oops! That’s not so Toxic!A primer on Conservatorship
Child Tax Credit payments, infrastructure legislature, assassination in Haiti, unrest in Cuba, and Britney Spears. The common link...
Jul 30, 20213 min read
The Economic Stimulus and Student Loan Forgiveness
When I enrolled in Law School in 2016, I had to answer the question that many families are faced with today – how am I going to pay for...
Jul 29, 20213 min read
What is the Child Tax Credit, and am I eligible to receive it?
The Child Tax Credit (CTC) is a partially refundable tax credit that is available to individuals who claim a child as a dependent, and...
Jul 29, 20214 min read