Understanding Basis
The original cost of an asset is only the starting point for determining basis.
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IRS Now Allows For 5 Year Estate Tax Portability Election
Under a new IRS ruling, a surviving spouse now has 5 years […]
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What is a Revocable Living Trust?
A Revocable Living Trust is a common estate planning document that is […]
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Estate Planning for Blended Families
Estate planning for blended families can be very tricky. Even when there […]
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How a Trust Can Make a Private Loan to Save a Marriage
Recently, I wrote an article about how to use debt as a […]
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Using Debt as a Tool in Estate Planning
The practice of estate planning is more than just the preparation of Wills, Trusts, Powers of Attorney, and Living Wills. We also consult with many clients regarding how to structure their wealth. This could include how to manage debt and use debt as a tool in estate planning.
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Elizabeth Ketterson Interview
We are proud to announce that Elizabeth Ketterson, Esq. has been featured […]
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Inflation Updates for 2022
Every year the Internal Revenue Service publishes a list of inflation adjustments. […]
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Federal Estate Tax Portability
Historically in America, each citizen and permanent resident had a certain amount […]
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