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Estate Tax Returns — Not as Scary as They Sound

Fri 8 Apr, by on Estate Planning, Probate

Estate Tax Returns — Not as Scary as They Sound

When an individual passes away, tax issues are one of the many things that must be considered. For most individuals who pass away, a final income tax return must be filed with the Internal Revenue Service (IRS) and state (if the particular state also taxes income) to settle any income tax liability that may exist. Much less commonly, a federal estate tax return and state estate tax returns (if the state has an estate tax …

How Refinancing a Property Can Affect Your Estate Plan

Fri 1 Apr, by on Estate Planning, Probate

How Refinancing a Property Can Affect Your Estate Plan

The mortgage business is booming in many parts of the country. Historically low interest rates have created an almost frenzied environment with homeowners scrambling to refinance their home loans at these low interest rates. Even a few tenths of a percentage point of interest, over thirty years, can make a massive difference in the amount of interest that is ultimately paid on a loan. For many, it makes perfect sense to take advantage of these …

Your Vacation Checklist

Fri 25 Mar, by on Estate Planning, Probate

Your Vacation Checklist

You’ve packed sunblock and a beach novel. You’ve planned your itinerary and bought plane tickets. But have you ensured that your estate plan is up to date? Don’t leave home without making sure your financial health and the future of your loved ones is provided for. It’s even more crucial than getting a pet sitter and locking the front door. Creating an Estate Plan If you don’t have an estate plan yet, don’t panic. Now …

Planning For Your Family’s Education

Fri 18 Mar, by on Estate Planning, Probate

Planning For Your Family’s Education

According to the National Center for Education Statistics, the cost for undergraduate tuition, fees, room, and board at public institutions increased 31 percent between the 2006–2007 and 2016–2017 academic years, adjusted for inflation. During that same time period, prices at private nonprofit institutions increased 24 percent, adjusted for inflation. As you look ahead to your own family’s academic future, what will the cost be when your child or grandchild decides to enroll in post-secondary education? …

Estate Planning for Nurses and Frontline Healthcare Workers

Fri 11 Mar, by on Estate Planning, Probate

Estate Planning for Nurses and Frontline Healthcare Workers

Let us begin by saying thank you. You tirelessly give of yourself to care for some of the most vulnerable people in our society. Whether you are caring for them in a hospital, therapy room, or patient’s home, you are there to protect and help the patient have a better tomorrow. However, one important question remains. What have you done to prepare for your own care? By planning ahead, we can assist you in crafting …

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