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Article
Dec 25, 2019
•
Business
Wayfair Revisited — It’s Time to Review Your Sales Tax Obligations
Dec 23, 2019
•
Individual Tax
Congress Gives a Holiday Gift in the Form of Favorable Tax Provisions
Dec 18, 2019
•
Business
Risk assessment: A critical part of the audit process
Dec 17, 2019
•
Business
How many directors does your nonprofit’s board need?
Dec 11, 2019
•
3 pitfalls to avoid when naming a beneficiary of a life insurance policy
Dec 9, 2019
•
Business
FAQs about prepaid expenses
Dec 5, 2019
•
Individual Tax
3 last-minute tips that may help trim your tax bill
Dec 2, 2019
•
Business
Don’t be afraid of probate
UJ
using joint ownership with rights of survivorship, you acquire the property with another party, such as your spouse. The property then automatically passes to the surviving joint tenant on the death of the deceased joint tenant. This form of ownership typically is used when a married couple buys a home or other real estate. Similarly, with a tenancy by entirety, which is limited to married couples, the property goes to the surviving spouse without being probated. A revocable living trust is often used to avoid probate and protect privacy. The assets transferred to the trust, managed by a trustee, pass to the designated beneficiaries on your death. Thus, you may coordinate your will with a living trust, providing a quick transfer of wealth for some assets. You can act as the trustee and retain control over these assets during your lifetime. Achieving all estate planning goals When it comes to probate planning, discuss your options with family members to develop the best approach for your personal situation. Also, bear in mind that avoiding probate should be only one goal of your estate plan. We can help you develop a strategy that minimizes probate while reducing taxes and achieving your other goals.
Nov 27, 2019
•
Business
2 valuable year-end tax-saving tools for your business
Nov 26, 2019
•
Individual Tax
Medical expenses: What it takes to qualify for a tax deduction
Nov 19, 2019
•
Business
Biased Belief is Risky Business
SF
Simcha Felder
Nov 19, 2019
•
Business
Flex plan: In an unpredictable estate planning environment, flexibility is key
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