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How Does State-Level Estate Tax Work If I Don’t Live There?
How Does State-Level Estate Tax Work If I Don’t Live There?By John Strohmeyer • Estate Planning, Probate, Tax Navigating estate and inheritance taxes is tricky, especially when properties span multiple...
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Maintaining Trust: Keeping the Peace Between Trustees and Beneficiaries
Maintaining Trust: Keeping the Peace Between Trustees and BeneficiariesBy John Strohmeyer • Estate Planning, Probate, Trusts How can we ensure a smooth relationship between trustees and beneficiaries,...
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Aging in Place with Companion Care
Aging in Place with Companion CareBy John Strohmeyer • Estate Planning, Podcast No Unfinished Business Podcast Ep. 31: Aging in Place with Companion Care w/ Mikey Newton What is companion care, and how...
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What is the Generation-Skipping Transfer Tax (GSTT)?
What is the Generation-Skipping Transfer Tax (GSTT)?By John Strohmeyer • Estate Planning, Tax You can’t just give away piles of money to the grandkids and skip out on taxes – understand the GSTT and...
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Life Insurance and Estate Tax: Are Death Benefits Taxed?
Life Insurance and Estate Tax: Are Death Benefits Taxed?By John Strohmeyer • Estate Planning, Tax While life insurance is generally received free of income tax, but what about when it comes to estate...
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Alternative Real Estate Investments: Mortgage Notes
Alternative Real Estate Investments: Mortgage NotesBy John Strohmeyer • Business Planning, Podcast No Unfinished Business Podcast Ep. 32: Alternative Real Estate Investments: Mortgage Notes w/ Dan...
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Can Charitable Donations Help Reduce Estate Tax?
Can Charitable Donations Help Reduce Estate Tax?By John Strohmeyer • Estate Planning, Tax Charitable donations can make a meaningful impact and potentially save you on estate taxes. We’ll explain how...
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Why You Need a Trademark
Why You Need a TrademarkBy John Strohmeyer • Business Planning, Podcast No Unfinished Business Podcast Ep. 33: Why You Need a Trademark w. Jim Hart We’ll explain the the four main areas of intellectual...
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What to Do If You Receive an IRS Letter
What to Do If You Receive an IRS LetterBy John Strohmeyer • Tax Receiving a letter from the IRS might send shivers down your spine. So what’s your first step? Is it always a cause for alarm? Let’s walk...
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End-of-Year Strategies for Irrevocable Gifting Trusts
End-of-Year Strategies for Irrevocable Gifting TrustsBy John Strohmeyer • Estate Planning, Tax, Trusts As the year draws to a close, there are some crucial actions to take with an irrevocable gifting...
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