Legal Tax Breaks for Older Couples Who Sell Their Homes

Legal Tax Breaks for Older Couples Who Sell Their Homes

Consider Irene, who recently became a widow when her husband, Henry, died. Like many married couples, they held the title to their home as Tenants by the Entirety. As a surviving Tenant by the Entirety, Irene automatically acquires all ownership and needs to update...

Revocable Trusts vs. Irrevocable Trusts

When it comes to Estate Planning, Trusts are excellent tools that you can use to protect your assets. Revocable and Irrevocable Trusts serve distinct purposes, and it is important to understand the differences between them.ย  Revocable Trusts allow you to retain...
๐’๐ญ๐ซ๐š๐ข๐ ๐ก๐ญ๐ž๐ง๐ข๐ง๐  ๐จ๐ฎ๐ญ ๐ญ๐ก๐ž ๐…๐ข๐ง๐ž๐ซ ๐ƒ๐ž๐ญ๐š๐ข๐ฅ๐ฌ ๐จ๐Ÿ ๐˜๐จ๐ฎ๐ซ ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง

๐’๐ญ๐ซ๐š๐ข๐ ๐ก๐ญ๐ž๐ง๐ข๐ง๐  ๐จ๐ฎ๐ญ ๐ญ๐ก๐ž ๐…๐ข๐ง๐ž๐ซ ๐ƒ๐ž๐ญ๐š๐ข๐ฅ๐ฌ ๐จ๐Ÿ ๐˜๐จ๐ฎ๐ซ ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง

A well-crafted Estate Plan gives you a great deal of control over what happens to you, your money, and your possessions once you have passed away. However, there are several things you will want to leave out of your official documents, in order to maintain flexibility...
What is a Revocable Trust?

What is a Revocable Trust?

Over the past several months, we have used this space to provide insight about the Estate Planning process, and the benefits of a Revocable Living Trust. Now, we would like to discuss Revocable Trusts in more detail, and how they can help you protect your assets and...