Category: Avoiding Probate

  • Joint Tenancy and Headaches

    Are you currently in in a joint tenancy agreement?

    So, as a couple you want it to be all i ...

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  • Estate Planning Re-Engineering – New Tax Reform 2018

    In late December 2017, Congress passed the Tax Cuts and Jobs Act, commonly referred to as “tax ref ...

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  • Estate Planning Tips: Protecting Your Digital Assets

    Physical assets like a house, cash, bank accounts, etc. are no longer the only portfolio to a person ...

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  • Estate Planning Tips: New Tax Act Triggers Need for Estate Plan Audit and Review

    There are lots of updates in the media about the New Tax Act and how it provides increased wealth fo ...

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  • Safeguarding Cryptocurrency Assets for the Next Generation

    The days of inherited monies purely being measured in dollars and cents is quickly ...

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