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Kevin McKernan Kevin McKernan

Keep up-to-date on your will and estate plan.

When it comes to a will or estate plan, don't just sign it and forget about it. There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status.

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Kevin McKernan Kevin McKernan

Top 1031 Exchange Pitfalls:

Closing the sale of the relinquished property without setting up a 1031 Exchange first , Not understanding the requirements for full tax deferral , Selling or exchanging into a property that is not held for investment or used in a trade or business…

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Kevin McKernan Kevin McKernan

PROBATING A LOST WILL IN NEW YORK STATE COURT

It's all too easy to lose track of this important document as the years go by. If a loved one passed away but you can't find their Will, you could run into serious issues during the probate process.

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MerriLyn Gibbs MerriLyn Gibbs

IRS raises limits for ABLE ACCOUNTS:

For the first time in four years, the amount of money that people with disabilities can save without jeopardizing eligibility for government benefits is rising

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