Elizabeth D. Mitchell June 2, 2015

Common Reasons to do Estate Planning

Not everyone needs a million dollars to have a reason to create an estate plan. Other reasons to make sure you have an estate plan in place include having children/grandchildren, a recent divorce, … [Read more...]

Income Tax Basis in Estate Planning

Income tax basis is important in estate planning. This article examines what happens to an asset’s basis when it is gifted. It then examines what … [Read More...]

Income Tax Basis

Income tax basis is important in tax and estate planning. This article examines the concept of income tax basis, how one acquires a basis, how it gets … [Read More...]

Planning for Special Needs Children

Planning is important when providing for any of your children. But planning is even more important for special needs children. Without proper … [Read More...]

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