by James Dolenga | Dec 20, 2020 | Estate Planning
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...
by James Dolenga | Dec 20, 2020 | Estate Planning
Almost everyone has, or know someone who has, a horror story about family disputes, arguments and fights over property after a loved one has died. If you don’t have one of your own ask some friends and you will definitely be surprised and shocked. It can be disputes...
by James Dolenga | Dec 20, 2020 | Estate Planning
“That’s not fair!” In many households, this is the common refrain of children as they advocate for themselves or express what they feel to be unjust. This pursuit of fairness, however, is not limited to arguments between parents and young children. The notion of...
by James M. Dolenga | Sep 23, 2019 | Estate Planning
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...
by James M. Dolenga | Sep 17, 2019 | 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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