April 2019

Ten Reasons Why Drafting Will is Good for You
Did you know that only about half of middle-aged Americans have a will? According to a study by Merrill Lynch and Age Wave, only 55 percent of people over 55 [...]
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What Is The Unified Credit?
We just got through tax season. That spells good news for accountants, who have been keeping long hours and perspiring through the mound of tax returns they do for their [...]
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What Does Right of Survivorship Mean?
This blog is geared towards those who are wondering what it means to have a right of survivorship, and how that may impact you if you are buying an asset, [...]
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What Is a Self-Cancelling Installment Note?
Good estate planners are focused on finding techniques that can minimize or possibly even eliminate gift and estate taxes when transferring assets to family members. That is because the transfer [...]
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Can I Avoid Guardianship Pitfalls?
The Grants, happily married for 58 years, were enjoying their time in an “active adult” community with a great view of the woods, a view they enjoyed immensely.  In the [...]
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