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Tips for Divvying Up Personal Property

Posted by Chris Peterson | Oct 16, 2020 | 0 Comments

We collect stuff throughout our lives. This “stuff” is known as our personal property. Regardless of the value, it is important that these items be distributed the way you want when you die. Consider the following to ensure that your wishes for your personal property are honored.

Wealth Transfer Strategies to Consider in an Election Year

Posted by Chris Peterson | Oct 15, 2020 | 0 Comments

If the election results in a political party change, it could mean not only lower estate and gift tax exemption amounts, but also the end of the longtime taxpayer benefit of stepped-up basis at death. To avoid the negative impact of these potential changes, there are a few wealth transfer strategies it would be prudent to consider before the year-end.

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