Trusts Advantages of Lifetime Gifting October 17, 2024 4 mins read 3 Views One of the most important aspects of estate planning is gifting assets. Not only must you decide how to pass down assets, but you also need to decide .. Read More
Taxes Form 1099-PATR: What It Is and How to Use It October 15, 2024 7 mins read 10 Views If you are a member of a cooperative who received patronage dividends last year, you might find yourself holding Form 1099-PATR this tax season. Not.. Read More
Trusts Do I Need a Will If I Have a Trust? October 15, 2024 4 mins read 11 Views When creating an estate plan, it is common to utilize a trust to distribute assets efficiently, avoid probate, and provide privacy. If you decide to.. Read More
