Month: August 2021
August 27, 2021
Should you have Co-trustees when preparing your Estate Planning
When clients select a successor trustee for their trust, they frequently choose one person to serve as a successor trustee at a…
August 20, 2021
Basis: What You Need to Know
“Basis” is a term used frequently in tax law. But for many, the term is unfamiliar and intimidating—perhaps something they feel is…