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Is Your Legacy Leaving A Tax Burden?

June 30th, 2022 (No Comments)

Many people are under the false assumption that when they pass their loved ones will receive a large tax bill in the mail. This doesn’t have to be the case. To avoid probate many will gift their real property directly to their loved ones.  There are reasons why you may not want to directly give […]

Avoid the Gift/Estate Tax with the Crummey Trust

June 29th, 2022 (No Comments)

  The estate and gift tax work hand-in-hand. There is a set limit on the amount you can either give during your life or at your death before the gift/devise will be taxed (lifetime exclusion). The current limit is $12.6 million (which will go back down to $5 million, before inflation, in 2025). This means […]

Planning and Mental Health

June 27th, 2022 (No Comments)

With the turn of the century, a light now shines on mental health. Still, many people are not accustomed or even comfortable discussing their mental health with their friends or family. There is a lingering perception that difficulties with mental health and struggles with related diagnoses are somehow the fault of the afflicted. Western society […]

Do You Need Some “Tough Love”?

June 6th, 2022 (No Comments)

If I could travel back in time, what would I tell myself when I was 20 years old? Would I do the obvious investment tips, or would I tell myself the important things, the most important things? Be true to yourself. Never fear. Have faith in your vision, in your dreams. Start investing in real […]

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