Author Archives: Sherry Radmore

Social Security Wage Base Increases in 2019
October 31, 2018

Social Security Wage Base Increases in 2019 The Social Security Administration (SSA) announced that the...

Benefits of Probate
October 23, 2018

What is probate? Probate is a court process which validates and executes the will that...

Portability – Should you file an estate tax return even if you aren’t required to file?
January 10, 2017

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

Benefits of a Revocable Living Trust
May 26, 2016

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
February 9, 2016

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