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 theRead More
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 affordedRead More
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 inRead More
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 variousRead More