Do you know how the title to your house is reflected in the public title records? Would you know if someone tried to steal the title to your house or …
Estate Planning Considerations for Millennials
If you are a Millennial, or have Millennial children, grandchildren or clients, you may be surprised to learn how important estate planning for Millennials can be. From the basic documents …
Buy-Sell Agreements
Buy-sell agreements are an essential tool for succession planning and managing ownership rights and obligations. They allow owners to establish a method or formula to determine a fair price for …
Access to Digital Assets Upon Death or Incapacity
Have you ever wondered how your social media, cloud-based storage and online banking or bill paying accounts will be managed if you die or become incapacitated? Click here to learn …
Be Cautious of Repayment Plans for Delinquent Property Taxes
Despite the upturn in the economy over the past several years, many commercial and residential property owners are still struggling. These include owners who may be behind on their property …
Tax Cut and Job Acts of 2017
The Tax Cuts and Jobs Act of 2017 was signed by President Trump on December 22, 2017. Most of the provisions became effective on January 1, 2018. There are many …
Estate Planning for Snowbirds and Florida Residents
Whether you are a Florida resident, a Michigan resident considering Florida residency or you just own a Florida vacation home, there are many estate planning issues that can arise from …
Planning under the New Rules of the Tax Cuts and Jobs Act of 2017
Many of the changes made by the new tax law commonly known as the Tax Cuts and Jobs Act of 2017 (Pub. Law 115-97) (“TCJA”), already impact decisions taxpayers should …
“Mom, Help! I Need My Vaccine Records!”
After my daughter left for college, I received a call from her one day asking me to send her a copy of her vaccination records. I called her doctor’s office …
Section 1031 Like Kind Exchanges are Alive and Well
The federal government’s tax overhaul will do many things. One thing it will not do, is take away the tax benefits available under IRS Section 1031 like kind exchanges of …