“Recent tax law has led some seniors to assume that they can delete estate planning from their to-do lists. But that is a dangerous assumption.” If your current will hasn’t ...
Your house has a property tax base that is occasionally reassessed and changed by the state or local government, and it also has a cost basis that affects capital gains ...
“Understanding what taxes are–and aren’t—owed on money gifts.” It’s not unusual for parents and in-laws to help a young couple buy a house. The parent can gift money to them, ...
“ Fiona and her team made a complicated and potentially difficult process of planning for the inevitable an easy, pleasant and uncomplicated experience. Amazing!”
“ The staff was very professional, courteous, and responsive. The process of updating and restating our trusts was less arduous than anticipated. Every question was clearly explained and clarified and aimed at our level of understanding. This was an A+ service.”
“ Fiona is professional and highly knowledgeable, but what sets her apart is her ability to explain complex legal details in an easy to understand manner. She is friendly and patiently answered our many questions thoroughly. Her staff is equally friendly and responsive. And they accomplished all of this under virtual conditions! Very pleased with our experience.”
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