Author Archives: Sherry Radmore

Social Security Wage Base Increases in 2019

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Benefits of Probate

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Portability – Should you file an estate tax return even if you aren’t required to file?

Most people know that a married couple has a lifetime exclusion amount that they can...

Benefits of a Revocable Living Trust

Want to avoid probate on real estate transfers at death? Not married? There is a...

No more inconsistencies in estate tax and income tax basis

Effective for any assets that were reported on an estate tax, Form 706, after July...