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- May 6
- 3 min
JOINT WILL vs INDIVIDUAL
When I sit down with a new client to discuss a potential Will, I like to do a comprehensive review of all of the client’s estate planning...
- Dec 9, 2021
- 6 min
Year-End Tax Maintenance to Maximize your income for 2021
A common question I get this time of year is “what can I do to lower my tax bill?” It’s a fair question considering spending is...
- Oct 26, 2021
- 4 min
The Importance of Contingency Planning
When it comes to drafting a Will, or other Estate Planning documents, most people know who they want their primary beneficiaries to be,...
- Sep 10, 2021
- 3 min
A Step-Up in Basis, The American Families Plan
A tax advantage that has benefitted many Americans over the years has been proposed to be eliminated. President Biden’s The American...
- Jul 30, 2021
- 3 min
Oops! That’s not so Toxic!A primer on Conservatorship
Child Tax Credit payments, infrastructure legislature, assassination in Haiti, unrest in Cuba, and Britney Spears. The common link...
- Jul 30, 2021
- 3 min
The Economic Stimulus and Student Loan Forgiveness
When I enrolled in Law School in 2016, I had to answer the question that many families are faced with today – how am I going to pay for...
- Jul 30, 2021
- 4 min
What is the Child Tax Credit, and am I eligible to receive it?
The Child Tax Credit (CTC) is a partially refundable tax credit that is available to individuals who claim a child as a dependent, and...