08
Mar
Preparing for Aging in Place
By Michael W. Hoffman, Esquire, CPA As I celebrate another birthday month and begin coasting
What To Do When Someone You Love Dies
By Juli Findling, Paralegal The death of a loved one often comes suddenly and may
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
30
Sep
2021 Proposed Tax Reform
On September 13, 2021, the House Ways and Means Committee released a proposal for
22
Sep
What is a Step-Up in Basis?
We refer to the purchase price of an asset as “basis.” Capital gains tax
25
Aug
Business Owners- What to Consider Before Trademarking Your Own Name
A trademark is a word or image that serves to inform consumers of the
24
Aug
Utilizing the “Buy, Borrow, Die” Regime
By Hunter Moreland, Esq. “How do rich people keep getting richer?” This age-old question has
17
Aug
Musings from the CEO – Summer 2021
By Mike Hoffman, Esq., CPA Last month, I participated in the Annual Estate and Financial
Considerations for Elder Living Options
By Hunter Moreland, Esq. As our loved ones make their way into the Golden Years,
20
Jul
Is Marriage a Necessary Step?
As older couples contemplate and move forward with divorce, some are starting a second
