Register

Subscribe to Our Blog

Subscribe to Email Updates

Articles on Estate Planning

Featured Post

Recent Posts

Read More

Impending Estate Tax Exemption Changes Have Some Families Scrambling

By | on 14, Mar 2024 |   Estate Planning Capital Gains

In recent years, many high-net-worth families with large estates benefited [...]

Read More

Understanding the Difference Between Inheritance and Estate Tax

By | on 03, Aug 2023 |   Estate Planning Taxes

Several of our clients who are doing estate planning are often confused abo[...]

Read More

IRS Rules to Not Allow a Step Up in Basis for Irrevocable Trusts

By | on 13, Jul 2023 |   Estate Planning Taxes

One of our most powerful estate planning tools is the ability of principal [...]

Read More

Can a Trust Help Avoid Estate Taxes?

By | on 29, Jun 2023 |   Estate Planning Taxes

Several of our clients who have used the 1031 exchange previously to sell i[...]

Read More

Selling Your Vacation Home or Residence? Defer Taxes With a 1031 Exchange

By | on 23, Jun 2022 |   1031 Exchange Estate Planning

If you’re selling your vacation home or residence, you may wonder if you ca[...]

Read More

How to Use a Trust in a 1031 Exchange for Your Estate Plan or Privacy

By | on 16, Jun 2022 |   1031 Exchange Estate Planning

Trusts are frequently used in 1031 exchanges for estate planning purposes o[...]

Read More

Tech Law Firm Turns Property Sale into a Family Legacy Income Stream

By | on 28, Jan 2021 |   1031 Exchange DST Estate Planning

Many times, the best way to help investment property owners understand the [...]

Read More

Three Estate Planning Benefits of the DST You Need to Know About

By | on 27, Aug 2020 |   1031 Exchange DST Estate Planning

Many of our clients who have used the Delaware Statutory Trust (DST) for th[...]

Read More

1031 Exchanges for Estate Planning? Absolutely!

By | on 14, Nov 2019 |   1031 Exchange Estate Planning

1031 Exchanges are popular among real estate investors for a variety of rea[...]

Your Comments :