by kevinadmin2016 | Dec 22, 2017 | Taxes
Earlier today, President Trump signed into law the Tax Cuts and Jobs Act of 2017, capping one of the most significant tax overhauls in the last 30 years. One of the items sure to generate conversation is the changes made to estate taxes. Before we review the changes...
by kevinadmin2016 | Nov 6, 2017 | Children, Families, Legacy, Probate, Saving Money, Taxes, Wills
Take a look at some of the most common misconceptions that are often heard by us, at The Estate Planning Group: Misconception #1: A Power of Attorney can be used after death. No. Upon a person’s passing, Powers of Attorney lose any and all authority possessed...
by kevinadmin2016 | Oct 10, 2017 | Families, Inheritance, Legacy, Probate, Saving Money, Taxes, Wills
Mistake #1: Relying on the Law. If you do not set up an estate plan, upon your death your property will be distributed according to the laws of your last state of residence. Often, the law will require the probate judge to give your property to someone other than...
by kevinadmin2016 | May 25, 2017 | Families, Legacy, Medicaid, Probate, Taxes, Trusts
With tax time just behind us, you may be thinking you did well by minimizing what you paid to Uncle Sam and your state in taxes, so more can go to your family. Every year around tax-time, we’re reminded of how complicated maximizing your money and minimizing tax...
by kevinadmin2016 | Jan 16, 2017 | Blended Families, Caring for Loved One, Children, Families, Health Care, Legacy, Probate, Saving Money, Taxes, Trusts, Wills
The start of the New Year almost always brings with it new goals and resolutions. So, what is the best way to meet these goals head-on and successfully complete them? Oftentimes, the key is in not taking one giant leap, but small steps, providing us the best possible...
