Gabriel W. TaylorJun 8, 20232 minImportance of Reviewing and Updating Your Estate Plan An estate plan tends to stay in a lock box or safe not to be seen or heard from for many years. Don't make that mistake.
Gabriel W. TaylorJun 5, 20232 minTax Basis: Step-Up vs. Carry-Over1. Step-up basis: When an individual passes away, most of their assets receive a step-up in basis to the assets fair market value as to...
Gabriel W. TaylorMay 24, 20231 minHave Minor Children? Two Key Reasons Why You Should Have a Will The two main reasons why you should have a will if you have minor children are: (1) guardianship nomination; and (2) controlled asset...
Gabriel W. TaylorMay 23, 20232 minFive Reasons Why You Need an Estate PlanHaving an estate plan is a crucial aspect of financial and personal planning. Here are five reasons why having an estate plan is important.