• A Common Misconception About Wills

    Posted:

    A common misconception in estate planning is thinking that having a Will (and just a Will alone) allows an estate to avoid probate. This is not true. To the contrary, a Will is a probate document and is only used when an estate goes through probate. Additional estate planning is required if you w

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  • What is an "Ultimate Taker"?

    Posted:

    A frequently asked question when discussing estate plans is "who will inherit my assets if all my named beneficiaries die before me?” Ultimate taker provisions direct who would receive your assets in a doomsday scenario. We all hope that ultimate taker provisions will never be needed, but it is impo

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  • Letter from the IRS? Stay Calm and Carry On

    Posted:

    Receiving a tax notice from the IRS can cause your heart to skip a beat, but it shouldn’t. The IRS computer systems automatically generate many types of letters, and often are sent in error. So, if you get a letter from the IRS, there’s no need to panic. Instead, stay calm and carry on as follows.

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  • Coming Soon: More Business Filing Requirements

    Posted:

    More business filing requirements are on their way, and even the smallest of businesses may need to comply. Penalties for failure to comply are expected to be $50 per day (capped at $10,000) and up to two years imprisonment.

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  • Tax-Wise Giving With a Donor Advised Fund

    Posted:

    A Donor Advised Fund (“DAF”), is simple, flexible and tax-efficient way to give to your favorite charities. As the fund Advisor, you (and your spouse) can make recommendations to the fund sponsor regarding what charities the funds are distributed to, when distributions are made, and what amounts ar

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