Blog Posts in August, 2016

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  • Estate Planning Implications of Buying a Second Home
    Estate Planning Implications of Buying a Second Home

    Whether you are considering a place to relax or making a real estate investment, buying a second home often fulfills a long-term goal and feels like a huge accomplishment. The estate planning ...

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  • What Is a Special Needs Trust & Do I Need One?
    What Is a Special Needs Trust & Do I Need One?

    There are many different types of trusts, including living trusts, testamentary trusts, revocable and irrevocable trusts, and special needs trusts. It can be difficult to know what type of trust is ...

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  • Taxpayer May Deduct Medical Expenses and Real Estate Taxes Paid by Another
    Taxpayer May Deduct Medical Expenses and Real Estate Taxes Paid by Another

    The United States Tax Court rules in a Memo that a taxpayer is allowed to deduct medical expenses and real estate taxes that her mother, who was not legally obligated to do so, paid directly to ...

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  • 2 Things You Must Know About Revocable Living Trusts
    2 Things You Must Know About Revocable Living Trusts

    When used properly, revocable living trusts can be excellent tools as part of your estate planning. However, it’s important to know how they work and how they are different from other estate planning ...

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  • Do It Yourself Estate Planning Is Like Do It Yourself Brain Surgery
    Do It Yourself Estate Planning Is Like Do It Yourself Brain Surgery

    Some people think that estate planning is easy. They think they can use a computer program, fill in the forms, and write their own will and related estate-planning documents, and their good intentions ...

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