We often get asked this question: “wouldn’t this just be an easier way to avoid probate?” The reality is that is, of course, an option. However, there are many pitfalls (we detail 7 here) with that approach that get overlooked or are unknown. Watch this video to get the information you need before making such […]
Taxes
5 More Ways You Might Leave a Mess Behind for Your Family
It is always easier to ignore a difficult task or put it off until later. However, the wealth you have worked hard to build, your dreams for your family’s future, and your legacy are all in jeopardy if you have not taken the time to properly plan for your death or incapacity. Do not perpetuate your family’s […]
Last Minute Tax Write-Offs You Should Be Aware Of
We’re quickly approaching the end of the year, which means it’s time for holiday festivities, gift-giving and getting ready for another tax season. There are several tax write-offs you may not be aware of that can make a difference on next year’s tax return. The following is a list of tax deductions and charitable giving […]