Are you currently in in a joint tenancy agreement? So, as a couple you want it to be all in and team work; you buy a property and happily sign the deed as a joint tenants. You could be newlyweds, divorced, re-married; straight or an LGBTQ couple. It does not matter how you met your[…..]
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Article written by: Peter Sahin Living trusts are commonly formed and funded with assets to prevent one’s family from having to deal with the expensive, lengthy and public court Probate process. A properly drafted living trust, in which assets are properly titled to be managed through the trust has many commonly known benefits such as providing immediately[…..]
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In late December 2017, Congress passed the Tax Cuts and Jobs Act, commonly referred to as “tax reform”. This bill was signed into law by the President, and will become effective this year. The law increases exemptions, and notably doubles the amount of wealth that can be passed onto future generations, without estate taxation. However,[…..]
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There are lots of updates in the media about the New Tax Act and how it provides increased wealth for some of us. For high income earners regardless of what sector you work in, you need to be fully aware of how the new Tax Act (H.R. 1- Tax Cuts and Jobs Act) might affect[…..]
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Physical assets like a house, cash, bank accounts, etc. are no longer the only portfolio to a person’s legacy. Nowadays, it’s digital assets that can significantly contribute to a person’s overall “wealth” and legacy. This “wealth” is a topic that can easily confuse and overwhelm many, as they navigate through new digital platforms, technologies and[…..]
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Estate Planning Tips: Naming a Beneficiary in an Estate Plan
Joint Tenancy and Its’ Headaches
Living Trust Planning to Avoid Higher Property Taxes For Heirs
Estate Planning Re-Engineering – New Tax Reform 2018
Estate Litigation: What happens to your Gmail account when you die?Make your online payment here
