Estate Planning

Insights
CJBS
If you have a relative who recently died and left you in charge of his or her finances, you are not alone. You probably have colleagues at work in the same boat. A neighbor or two (or 10) and even your millennial yoga teacher might very well be working through a quagmire of wills, probates […]
September 24, 2019
4 MIN READ
Insights
CJBS
The longer people live, the greater the chance they will need assistance in old age. And today, people are living longer than ever. As if providing for one’s own retirement isn’t hard enough, now we must factor in the cost of providing long-term care. Health insurance – including Medicare – is designed to cover only […]
September 28, 2018
3 MIN READ
Insights
CJBS
Many people are wondering how their estate taxes will be impacted under the new tax reform guidelines. This article explains certain tax ramifications that may be unintended, but will certainly influence your estate planning process. To view this article, click the following link to access the original content. http://www.cpapracticeadvisor.com/news/12414339/estate-planning-under-the-new-tax-reform-guidelines
June 1, 2018
1 MIN READ
Insights
CJBS
By: Donald J. Schaffer, CPA/ABV, CVA The stock market is down by more than a third, the real estate market has given up years of gains, your business is off from prior years’ performance, and the economic outlook is decidedly gloomy. But there is a silver lining for those whose estates are larger than the […]
January 22, 2009
1 MIN READ