The Problem With Joint Tenancy

By: Linda Amato

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Joint tenancy is a popular form of property ownership, primarily because when one owner dies, title to the property automatically re-vests in the surviving joint tenants. But using joint tenancy to avoid probate can create...

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Why Everyone Needs an Estate Plan

By: Linda Amato

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People tend to think of estate planning as something that only the wealthy or the elderly need to do. In truth, regardless of your age, your situation in life, or your level of wealth, estate...

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Planning for the Worst-Case Scenario

By: Linda Amato

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Sometimes, in an attempt to avoid thinking about the worst, we miss the opportunity to do the best for our loved ones. A comprehensive estate plan can help you confront your fears in a way...

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Tax Breaks for the Sandwich Generation

By: Linda Amato

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It can be a surprise to find yourself caring for elderly parents at the same time that you’re raising your own children. The emotional demands of these multiple roles are often coupled with financial challenges...

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Trusts and Income Tax: Who Pays?

By: Linda Amato

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As Trusts gain popularity, a question comes up more and more often: who pays the income tax on a Trust? It seems like a simple inquiry, but the answer can be hard to pin down....

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A Quick Guide for Basis

By: Linda Amato

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You might have heard the word basis used in reference to taxes. Learn the definition of basis and how it can make a big difference in your estate plan.

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