Determining the Basis of Inherited Property

August 23, 2021

Presented by Ben Murphy, CPA, PFS™: The basis of property inherited upon death is traditionally known as the fair market value (FMV) on the date of the owner’s death. You may also hear the term “stepped-up basis.” Often, an asset Read More...
Estate Planning for LGBTQIA+ Married Couples

June 1, 2021

Presented By Tom Kennedy, CFP®: On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex Read More...
Questions to Explore Before You Meet with Your Estate Planning Attorney

December 7, 2020

Presented by Ben Murphy, CPA, PFS™: Before your first meeting with an attorney to draft or update your estate plan, he or she may send you a Read More...
Executor Guide

October 5, 2020

Presented by Michael G. Wendlandt: This executor guide intends to help you in your role as executor of an estate. It explains the process and offers Read More...
Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries

August 24, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Read More...
Basic Estate Planning Documents

July 22, 2020

Presented by Ben Murphy, CPA, PFS™: Although many of us don’t like to think about planning for a future that we won’t be around to experience, Read More...