Tag: trust
Estate Planning Essentials
Estate planning is crucial for ensuring your family's well-being in the event of your incapacity or passing. To help you prepare effectively, review the following checklist. If any items are unresolved, it may be prudent to consult with an estate...
SR Video Client Question: “What are the benefits of year-round tax planning?”
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SR Client Question: Can adding my child to our Michigan home’s title prevent the property tax value from uncapping when I pass?
If you add your child as a co-owner of real property, he or she won’t get a full step up in basis when it is sold after your passing. Also, there is a risk of re-assessment for real estate taxes...
The importance of trust and estate planning
According to a recent study by Caring.com, 58% of American adults have not yet created a will or trust. If you find yourself in this group, now is the time to start planning. While discussing mortality may be difficult, it...