by Brian Hare, CPA, CGMA | Nov 6, 2018 | Estate Planning
When married couples neglect to prepare an estate plan, state intestacy laws step in to help provide financial security for the surviving spouse. It may not be the plan they would have designed, but at least it offers some measure of financial security. Unmarried...
by Brian Hare, CPA, CGMA | Oct 5, 2018 | Estate Planning
Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer to the next generation. One of the best ways to reduce your investment risk is to diversify your holdings. But it’s not...
by Brian Hare, CPA, CGMA | Oct 5, 2018 | Estate Planning
There’s no law that says you can’t prepare your own estate plan. And with an abundance of online services that automate the creation of wills and other documents, it’s easy to do. But unless your estate is small and your plan is exceedingly simple, the pitfalls of...
by Brian Hare, CPA, CGMA | Sep 7, 2018 | Estate Planning
It may be difficult to consider, but funeral arrangements are a critical component of your estate plan. Failure to clearly communicate your wishes regarding the disposition of your remains can lead to tension, disputes and even litigation among your family members...
by Brian Hare, CPA, CGMA | Jul 26, 2018 | Estate Planning, Tax
The massive changes the Tax Cuts and Jobs Act (TCJA) made to income taxes have garnered the most attention. But the new law also made major changes to gift and estate taxes. While the TCJA didn’t repeal these taxes, it did significantly reduce the number of taxpayers...
