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Tag Archives: estate

Five Tragic Mistakes People Make When Leaving Assets to Their Pets

5 tragic mistakes people make when leaving their pet assets

Most families in America that have a pet consider that animal to be a part of the family.

Because of this, many people want to make sure their pet is cared for in the event of their death,...
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Why Newlyweds Need an Estate Plan

If you just celebrated a summer or early fall wedding, then now is the perfect time to start working on an estate plan.

newlyweds need an estate plan blog header

Although you may think that settling into a home together or finding a place for all your new registry...
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1031 Tax-Deferred Exchange: 7 Practical Considerations

1031 Tax Deferred Exchange- part 3

In our last two blogs we’ve been discussing different aspects of a Tax-Deferred Exchange – a technique available to defer taxes and maximize the funds available for reinvestment upon the sale of an investment property.

Because of the complexity of the issues, we’ve...
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Tax-Deferred Exchanges Part 2: Trust Agreement

In our last blog, we discussed the limitations of a Tax-Deferred Exchange – a technique available to defer taxes and maximize the funds available for reinvestment upon the sale of an investment property.

Because there are many considerations with a Tax-Deferred Exchange, we are covering...
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