Category: Estate Planning

Tax Savings For Small Business Owners Under IRC Section 199A

Posted on January 31, 2019

Article written by M. Eldridge Blanton III, Esq. BACKGROUND The Tax Cuts and Jobs Act of 2017 (TCJA) took effect on January 1, 2018. Taxpayers filing in 2019 will use TCJA provisions to report their 2018 taxes. Owners of small […]

Posted in Estate Planning

Gifting in the New Year

Posted on January 8, 2019

Article written by Kevin O’Donnell, Esq. Everyone likes receiving gifts but most do not associate gifting with estate planning.  Many of our clients use gifting as a part of their estate plan for several reasons.  By giving while you are […]

Posted in Estate Planning

Paying for Long-Term Care for Veterans

Posted on December 18, 2018

Article written by Kevin O’Donnell, Esq.            Assisted living facilities and nursing homes have become astonishingly expensive.  If you are a veteran and struggling to plan for how to pay for long-term care costs without spending […]

Posted in Estate Planning

Democrats Win the House

Posted on December 11, 2018

Effect of the Midterm Elections on Your Estate Plan Article provided by WealthCounsel; Content edited and modified by Stephen M. Watson, Esq. Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that […]

Posted in Estate Planning

What Happened to My Property?

Posted on November 28, 2018

Article written by Stephen M. Watson, Esq. For clients who are married, most often they want their assets to go something like this: First, to the surviving spouse; Second, to the children, and further descendants (grandchildren, great-grandchildren, and so on). After […]

Posted in Estate Planning