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Do I Need a Will or a Trust or Both?

Do I Need a Will or a Trust or Both?

I frequently receive phone calls from potential clients asking about a will or a trust but are not really sure which they need. While it is always wise to contact experts like us, it is also important to understand the basics. Here are some quick and simple tips: What...
How Will You Obtain the Care You Need?

How Will You Obtain the Care You Need?

As Americans grow older, more and more of us need help with our daily activities. It could be a little help or a lot of help, depending on the situation. Of course, the level of assistance we need can change over time. According to a recent study by Bankers Life...
Income Tax Basis in Estate Planning

Income Tax Basis in Estate Planning

Income Tax planning is an integral part of Estate Planning. The first article in this series examined the concept of income tax basis, how it is acquired, and how it is adjusted. This article examines what happens to the income tax basis of an asset when it is gifted...
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