A Berdon Blog

The federal lifetime gift and estate exemption has been a hit with high net worth individuals. However, these individuals need to keep in mind that along with the federal estate […]

Steve and Madison have done well during their lifetime and accumulated a significant net worth. They have not done any estate planning over the years. However, due to a recent […]

The new year is here, and it brings along some changes. Like some of you, I have decided to make a few changes. A part of my New Year’s resolutions, […]

Your son comes to you requesting financial support. He is in the process of purchasing a home and is still short a few dollars after securing a mortgage with the […]

You and your spouse have decided that the both of you are done with the city life and now want a change of scenery. There is a town in another […]

Step-up basis has been a mainstay in estate planning for more than 100 years. Upon a decedent’s death, assets in his or her estate are generally eligible for an automatic […]

“Wow! My uncle left me $100,000 in his will. Wait, what?! I only received $60,000. What happened to the difference? Did my cousins steal some of my inheritance?” This might […]

Have you ever found money in your pockets that you have forgotten about? I know I have on multiple occasions. Forgetting about an asset is a common occurrence for people, […]

With Joe Biden as president and the Democrats in control of both chambers of Congress, we should expect changes coming to the federal tax law. President Biden has promised a […]