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What happens if I pass without a Will?

Wills are great tools to ensure that your wishes are carried out after your passing. Wills can direct assets that…

ByBymorgan morganAug 2, 2022

What is a Gift?

Surely, we all have a conception of the definition of a “gift.” However, a gift, in legal sense, is something…

ByByGreg McIntyreAug 2, 2022

Tax Avoidance Series: How to Avoid Estate/Gift Tax with Trusts and Annuities

  The estate/gift tax is a tax based on the value of the assets an individual owns at the time…

ByByGreg McIntyreJul 28, 2022

Out with the Old… In With the New…

I keep all kind of stuff. I have the most awesome baseball glove sitting on a shelf in my basement.…

ByByGreg McIntyreJul 8, 2022

Avoid Estate Tax without Sacrificing the Step-up in Basis

The Estate Tax, also known as the “death tax,” is going to be a reality for many more individuals once…

ByByGreg McIntyreJul 6, 2022

Is Your Legacy Leaving A Tax Burden?

Many people are under the false assumption that when they pass their loved ones will receive a large tax bill…

ByBymorgan morganJun 30, 2022

Avoid the Gift/Estate Tax with the Crummey Trust

  The estate and gift tax work hand-in-hand. There is a set limit on the amount you can either give…

ByByGreg McIntyreJun 29, 2022

Planning and Mental Health

With the turn of the century, a light now shines on mental health. Still, many people are not accustomed or…

ByByGreg McIntyreJun 27, 2022

Do You Need Some “Tough Love”?

If I could travel back in time, what would I tell myself when I was 20 years old? Would I…

ByByGreg McIntyreJun 6, 2022

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