Oct 4, 2021 | Blog, Estate Planning, Tax
If you would like to reduce taxes and give to charity while you meet the financial needs of your family, a charitable trust may be a worthwhile estate planning tool. When families sell highly appreciated assets, they must pay capital gains tax. However, contributing...
Apr 26, 2021 | Blog, Estate Planning, Tax
While estate planning can have complexities for all families, additional complications may exist for those who remarry. On top of considering your spouse and children in your current marriage, you may have children from prior marriages and stepchildren. Ensuring that...
Apr 19, 2021 | Blog, Estate Planning
The idea of leaving a significant inheritance to your children or grandchildren may give you pause. Could the promise of wealth make your heirs act financially irresponsible or reckless? Anticipating a cash cushion, will they neglect their education or fail to pursue...
Feb 9, 2021 | Press Releases, Tax
Watch the story on NBC29 and CBS19 Press Release: Charlottesville, VA –Local organizations partner to provide economically disadvantaged individuals and families free tax return preparation for tax year 2020. Cville Tax Aid functions as an initiative of the United Way...
Mar 27, 2020 | Blog, Now You Know
On Friday, March 27, Congress gave final approval to the $2 Trillion Coronavirus Rescue Package (CARES Act) and the president signed it into law. As with all complex legislation, we need time to digest all of the intricate details and will provide more specifics in...
