Author Archives: Admin

Essentials Regarding 2013 Estate and Gift Tax Changes

In 2010, the tax-free amount that could be transferred during life or death was $5 million; this amount was raised to $5.12 million per person, as an adjustment for inflation, in 2012.  If Congress took no action in 2013, this … Continue reading

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How Should You Hold Title to Real Estate?

Your home is probably the most valuable asset you own. Yet most people don’t think about how to hold title until the title company poses the question when you buy or refinance. But this deserves careful consideration, because how you … Continue reading

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