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Maurice La Verdure: Jun 1, 2023 9:26:01 AM
4 tax challenges you may encounter if you’re retiring soon Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle...
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Maurice La Verdure: Feb 8, 2023 10:22:13 AM
Most retirement plan distributions are subject to income tax and may be subject to an additional penalty if you take an early withdrawal. What’s...
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Maurice La Verdure: Mar 11, 2022 1:00:00 PM
For 2022, the federal gift and estate tax exemption has reached its highest level ever. In fact, you can transfer up to $12.06 million by gift or...
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Scott Henvey: Mar 9, 2022 3:00:00 PM
One goal of estate planning is to avoid or minimize probate. This is particularly important if you own real estate in more than one state. Why?...
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Maurice La Verdure: Jan 18, 2022 11:00:00 AM
A primary purpose of estate planning is to ensure that your wealth is distributed according to your wishes after you die. But if a family member...
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Scott Henvey: Jan 12, 2022 3:41:53 PM
You may pay out a bundle in out-of-pocket medical costs each year. But can you deduct them on your tax return? It’s possible but not easy. Medical...
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Maurice La Verdure: Jan 12, 2022 3:29:11 PM
While Congress didn’t pass the Build Back Better Act in 2021, there are still tax changes that may affect your tax situation for this year. That’s...
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Maurice La Verdure: Dec 13, 2021 11:00:00 AM
If you’re starting to worry about your 2021 tax bill, there’s good news — you may still have time to reduce your liability. Here are three quick...
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Scott Henvey: Dec 9, 2021 11:00:00 AM
Hopefully, you already have a sound estate plan in place to protect the interests of your heirs and minimize potential estate tax liability. But that...
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Maurice La Verdure: Nov 15, 2021 3:38:44 PM
The need for a will as a key component of your estate plan may seem obvious, but you’d be surprised by the number of people — even affluent...
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Scott Henvey: Nov 15, 2021 3:32:14 PM
As we approach the holidays, many people plan to donate to their favorite charities or give money or assets to their loved ones. Here are the basic...
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Maurice La Verdure: Sep 7, 2021 11:00:00 AM
As many states continue to struggle with the current surge in COVID-19 cases, the “new normal” demands continued social distancing in many areas of...
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Maurice La Verdure: Sep 1, 2021 11:00:00 AM
Some people make video recordings of their will signings in an effort to create evidence that they possess the requisite testamentary capacity. For...
