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Retirement Identity – Do You Know Yours?

Retirement Identity

Imagine yourself at a cocktail party. A new acquaintance asks you what you do for a living. And the answer is, “Nothing.” You’ve recently retired and carefree days—along with a growing sense of idleness—have replaced…

Individual or Corporate? Choosing a Trustee

Choosing A Trustee

The estate planning process can be very emotional and is filled with lots of what-ifs and worst-case scenarios.  One of the more important decisions in the process, and one that often does not get enough…

The Window to Gift Is Open

Time To Gift

One of the major changes in the 2017 Tax Cuts and Jobs Act was an increase in the estate and gift exemption, which is the amount that one can gift during their life or at…

The Tax Benefit for Protecting Land

Tax Benefit For Protecting Land

Every so often we will see a family who has land that has been in the family for generations and has great sentimental value as a result.  The problem often faced by the current generation…

Will I Itemize Deductions in 2018?

Tax Planning For 2018 And Beyond: Bunching Deductions

The Tax Cut and Jobs Act included a substantial increase in the Standard Deduction that each taxpayer is able to take. For individuals it moved from $6,350 in 2017 to $12,000. For married filing joint taxpayers,…

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