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Month: March 2021

Demands for Wills Surged During Pandemic

The COVID-19 pandemic triggered a rise in estate planning, and yet too many Americans still aren’t planning ahead.   In the spring of 2020, news reports were rife with stories of advisors experiencing a surge in demand for wills and estate planning. Power of attorney...

When to Sell Your Parents’ Home

What are the tax consequences of selling the family home? When should you sell your parents’ or grandparents’ home? This is an enormous decision and may come with added stress, anxiety, and grief, especially if you or your parents have an emotional connection to the...