Before buying a parents home image depicts loan and family assurance protection, and private property legacy planning concept

April 15, 2024

The “great wealth transfer” is set to take place over the next two decades, when baby boomers (the wealthiest generation in American history) will pass $30 trillion down to younger generations. One common asset many aging parents will Read More...
Everyone Needs an Estate Plan With Smiling Couple Meeting With Financial Planner

November 8, 2023

Do I need an estate plan? Sadly, many people put off creating an Estate plan or think they don’t have enough assets to bother with it. This can Read More...
Business Estate Planning Paper, Calculator, Pen and Reading Glasses

July 7, 2023

Business Estate planning alone isn’t enough protection for business owners, who need to also consider succession plans as well as financial, legal, Read More...
Inheriting Debt from a Family Member concept depicts Stressed woman carrying on her back shoulders large box.

January 21, 2023

Presented by Ben Murphy, CPA, PFS™, CPFA® :  “What’s yours is mine and what’s mine is yours” is a typical mantra of married couples. But Read More...
Transfer on Death TOD Account

December 5, 2022

If you're worried about avoiding probate, transfer on death (TOD) accounts are a relatively new option for clients. Learn more about the features: Read More...
Determining the basis of inherited property shows a man and woman handing a stack of cash to another man.

August 23, 2021

Presented by Ben Murphy, CPA, PFS™, CPFA® : The basis of property inherited upon death is traditionally known as the fair market value (FMV) on Read More...

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