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Preparing for Aging in Place
By Michael W. Hoffman, Esquire, CPA As I celebrate another birthday month and begin coasting
Juli Findling
What To Do When Someone You Love Dies
By Juli Findling, Paralegal The death of a loved one often comes suddenly and may
Hunter Moreland
DIY – Good for Your Backyard, Not Your Estate Planning
By Hunter Moreland, Esq. As a result of the Covid-19 pandemic, more and more people
Emily Dabney
2021 Proposed Tax Reform
By Emily Dabney, Esq. On September 13, 2021, the House Ways and Means Committee
Emily Dabney
What is a Step-Up in Basis?
By Emily Dabney, Esq. We refer to the purchase price of an asset as
Emily Dabney
Business Owners- What to Consider Before Trademarking Your Own Name
By Emily Dabney, Esq. A trademark is a word or image that serves to
Hunter Moreland
Utilizing the “Buy, Borrow, Die” Regime
By Hunter Moreland, Esq. “How do rich people keep getting richer?” This age-old question has
Mike Hoffman
Musings from the CEO – Summer 2021
By Mike Hoffman, Esq., CPA Last month, I participated in the Annual Estate and Financial
Hunter Moreland
Considerations for Elder Living Options
By Hunter Moreland, Esq. As our loved ones make their way into the Golden Years,
Emily Dabney
Is Marriage a Necessary Step?
By Emily Dabney, Esq. As older couples contemplate and move forward with divorce, some are
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IRS to Focus on High-Income Earners in 2024
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Preparing for Aging in Place
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