Tax Breaks for the Sandwich Generation

By: Katherine Hicks

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It can be a surprise to find yourself caring for elderly parents at the same time that you’re raising your own children. The emotional demands of these multiple roles are often coupled with financial challenges...

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Trusts and Income Tax: Who Pays?

By: Katherine Hicks

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As Trusts gain popularity, a question comes up more and more often: who pays the income tax on a Trust? It seems like a simple inquiry, but the answer can be hard to pin down....

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A Quick Guide for Basis

By: Katherine Hicks

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You might have heard the word basis used in reference to taxes. Learn the definition of basis and how it can make a big difference in your estate plan.

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What Does It Mean To Be a Trustee?

By: Katherine Hicks

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If you’ve been chosen to serve as a Trustee, what responsibilities can you expect? Learn about the basic duties that come with this important and sometimes daunting job, and find out where you can go...

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Avoid These Four Asset Protection Pitfalls

By: Katherine Hicks

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The estate planning process presents a number of opportunities for using asset protection strategies to protect yourself and your loved ones. Learn about asset protection, and avoid these four common pitfalls.

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Expecting the Unexpected

By: Katherine Hicks

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Life is full of surprises. None of us have a crystal ball, and this means it is unreasonable to create an estate plan without flexibility regarding your long-term wishes for your loved ones. When you...

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The Accidental Spouse

By: Katherine Hicks

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Could you be married and not even realize it? If you live in a state that recognizes common law marriage, you could be married even without a marriage license or an official ceremony. Find out...

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