by Jeff Fleming | Dec 1, 2021 | Uncategorized
It’s an unfortunate reality that with the increasing number of natural disasters across the country, including fires, floods, and hurricanes, the chance that you could lose your house and possessions has become more likely. In the event of such a calamity, it is...
by Jeff Fleming | Nov 4, 2021 | Uncategorized
The year was 1983: The U.S. invaded Granada. A gallon of gas cost 96 cents. Michael Jackson’s ‘Thriller’ video premiered. That year was also the last time that Social Security recipients saw a cost-of-living increase steeper than the one just announced for 2022. This...
by Jeff Fleming | Oct 4, 2021 | Uncategorized
A number of tax proposals being considered in Congress could significantly affect gifting and estate plans for those with larger estates — over $3.5 million. If you’re in that category, you might want to meet with your estate planner to take advantage of...
by Jeff Fleming | Sep 22, 2021 | Uncategorized
Don’t assume your estate will automatically go to your spouse when you die. If you don’t have an estate plan, your spouse may have to share your estate with other family members. If you die without an estate plan, the state will decide where your assets go. Each state...
by Jeff Fleming | Jul 26, 2021 | Uncategorized
All trusts should be reviewed every few years to make sure that they are up-to- date with the law and meet your current goals. Following is a checklist of trust features you can review yourself. But be aware that these only refer to revocable “living”...
by Jeff Fleming | Jun 25, 2021 | Uncategorized
Giving your house to your children can have tax consequences, but there are ways to accomplish it tax-free. The best method to use will depend on your individual circumstances and needs. Leave the house in your will The simplest way to give your house to your children...
