Blog Articles

Advance Healthcare Directives

Should I Use a DIY Will?

For some people with complicated personal and financial lives, today’s complexities may not be fully addressed with a do-it-yourself service for wills and trusts.

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Estate Planning

Property Transfers and Gift Taxes: Estate Planning Basics

Now that you rented your old house to your daughter, that home may be considered a rental home on your federal income tax. You get to treat that as an investment property and can take some of the tax advantages available to investors, including taking depreciation on the home, deducting expenses for the upkeep, as well as deducting real estate taxes and other expenses.

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Estate Planning

What Will the SECURE Act Do?

The retirement income crisis has spurred Congress into action. Both the House and Senate introduced bills earlier this month, which would provide U.S. workers with expanded opportunities to participate in employer-provided retirement plans.

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