One of the more uncomfortable aspects of estate planning is deciding what will happen to your child if both you and the child’s other legal parent were to die unexpectedly….

Last Updated on June 8, 2023 by Tresi Weeks

Last Updated on June 8, 2023 by Tresi Weeks When it comes to filing your 2022 federal tax return for the 2023 tax season, you may be able to access…

Last Updated on June 8, 2023 by Tresi Weeks

Last Updated on June 8, 2023 by Tresi Weeks Estate planning, or legacy planning, entails preparing your affairs for the future, including death and other life events. While older adults…

Last Updated on June 8, 2023 by Tresi Weeks

Last Updated on June 8, 2023 by Tresi Weeks When it comes to estate planning, IRMAA Medicare premiums may affect the tax planning strategies for certain individuals. As we near…

Last Updated on June 8, 2023 by Tresi Weeks

Last Updated on June 8, 2023 by Tresi Weeks Are you a taxpayer who has purchased long-term care insurance (LTCI)? Take note of your policy details and your premium amount…

Last Updated on June 8, 2023 by Tresi Weeks

Last Updated on June 8, 2023 by Tresi Weeks A qualified personal residence trust (QPRT) is an irrevocable trust used to achieve estate and gift tax savings. The basic idea…

Last Updated on June 8, 2023 by Tresi Weeks

Last Updated on June 8, 2023 by Tresi Weeks An executor is a person or entity you choose to carry out your last wishes outlined in your will. When it…

Last Updated on June 8, 2023 by Tresi Weeks

Last Updated on June 8, 2023 by Tresi Weeks A ward of the state is a person under the government’s protection. This is an important concept when it comes to…

Last Updated on June 8, 2023 by Tresi Weeks

Last Updated on June 8, 2023 by Tresi Weeks Many parents and families planning for the care of their loved one with special needs will consider setting up a special…

It can be said that estate planning helped create Batman. Among the superheroes, Batman is unique because he has no superpowers. Although he is trained in martial arts and possesses…

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