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Dancing On the Razor’s Edge

I remember the TV room at First Baptist Church daycare. It had shag carpet in…

ByByGreg McIntyreAug 9, 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…

ByByGreg McIntyreJul 28, 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…

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…

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…

ByByGreg McIntyreJun 29, 2022

The Downside to IRAs: No Such Thing as a Free Lunch

  Ah the IRA. Now that pension plans have all but gone the way of…

ByByGreg McIntyreMay 4, 2022

Inflation: How does inflation impact my estate plan?

  Estate planning is about both planning to take care of yourself during your life…

ByByGreg McIntyreApr 5, 2022

Protecting your children’s future

A premature passing of a parent is a traumatic event that can affect a child…

ByByGreg McIntyreMar 31, 2022

Talk to the Bank When a Loved One Passes Away

If a loved one passes away, before you go to the Clerk of Court, you…

ByByGreg McIntyreMar 9, 2022

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