The Federal “Death Tax” Dealt a Fatal Blow

Much of the planning we do is for people who would probably describe themselves as middle class, but we do work with higher net worth individuals and families, and, as far as estate planning goes, 2013 brought good news for them. There has been a lot of uncertainty in the area of federal estate taxation, […]

Scam Alert!

We have had calls from a dozen or so clients who have received letters from “Recording Transfer Services” after they have executed deeds. The return address reads Record Transfer Services, 1000 N. West Street, Suite 1200, Wilmington, DE 19801. The letter requests that $83 be sent to a “Deed Processing Center” at P.O. Box 66009, […]