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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
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
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