Best Places to Retire: State Taxation

Allison Gray March 26, 2020

You owe federal income tax wherever you live. But your overall tax burden can vary dramatically depending on where you live. Read on to learn more. Best Places to Retire: State Taxation

How to Dispose of “Stuff”

Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most … [Read More...] about How to Dispose of “Stuff”

Using Disclaimers to Achieve Client Goals: Double Disclaimers

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as … [Read More...] about Using Disclaimers to Achieve Client Goals: Double Disclaimers