We’re all familiar with Millennials’ stereotype as self-absorbed, spoiled children who can’t seem to get their lives in order. But the truth is, Millennials have matured into responsible adults and productive citizens, with many approaching their (gasp!) forties.
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks
Many grandparents who are financially stable love the idea of making gifts to their grandchildren. However, they are usually not aware of the myriad of
For many Americans, retirement accounts comprise a substantial portion of their wealth. When planning your estate, it is important to consider the ramifications of tax-deferred
When it comes to establishing wills and estate plans, older Americans outpace their younger counterparts. Still, a significant number — 19 percent of those over
If you’re one of 43 million Americans caring for an aging relative, you know firsthand the physical and emotional pressures that accompany being the sole
Q: My mother’s Revocable Trust states that her estate must be divided between her four adult children. She has now died, and each should receive
The IRS has three years from your tax return filing date to audit your return, if it suspects good faith errors. (For example, your 2013
Every year, each individual who dies in the U.S. can leave a certain amount of money to his or her heirs before facing any federal
Contact us today for your free consultation
