USING PORTABILITY TO PROTECT ASSETS FROM TAXATION
Portability is the provision in Federal Estate tax law that allows a surviving spouse to use any unused estate and gift tax exemption after the
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Is Owner’s Title Insurance Necessary?
Prospective purchasers of real property are often initially skeptical as to whether they really need an owner’s title insurance policy. However, once the protection afforded
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MINDFUL GIFTING IN LIGHT OF POTENTIAL TAX REFORM
Since the passage of the COVID-19 relief bill, attention has shifted to plans for investments in infrastructure and the potential tax reform to assist in
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FINANCIAL EXPLOITATION OF THE ELDERLY
Financial exploitation of the elderly has become one of the most widespread forms of elderly abuse in our country. Exploitation can take place in various
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