by amanda | Jun 16, 2024 | Uncategorized
Practitioners are well-aware that lifetime gifts are more tax-efficient than transfers at death. But during the past seven years there’s been a possibility that the estate tax might be permanently repealed, so it’s been out of vogue for practitioners to...
by amanda | Jun 15, 2024 | Uncategorized
The ideal estate planning software for attorneys will have many attributes that simplify and streamline all aspects of legal practice management. There are hit-and-miss solutions out there that cover some of the bases, but they fall short in other areas. Fortunately,...
by amanda | Jun 13, 2024 | Uncategorized
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by amanda | Jun 2, 2024 | Uncategorized
Estate planning is an essential tool for making sure that you, your loved ones, and your assets are protected now and in the future, and for securing a legacy that will be proud to leave behind. Of course, planning for your future is a complicated process with many...
by amanda | May 29, 2024 | Uncategorized
If you’re thinking of making a move this year, there are two housing market factors that are probably on your mind: home prices and mortgage rates. Read More
