Wes Gersh
Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future
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Displaying Results 1 - 7 (of 7) for All Content
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Inheritance Planning, Medical Gifts, & Tax EfficiencyIf you look at it from the perspective of innocent logic it would seem as though giving the things that you have to your loved ones after you pass away is an extraordinarily simple matter.
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Seniors, Medical Expenses, and Lifestyle ChoicesPlanning for your active retirement can be exciting on the one hand because you will finally have the opportunity to do all those things you never had the time for when you were focused on your career or running your business.
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Estate Planning is Not a Good DIY ProjectDoing things for yourself can be a good idea on a number of different levels. For one thing you can save some money, and you may actually enjoy engaging in the DIY project.
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For Some, Reverse Mortgages Are the AnswerWe would all like to have an unlimited store of resources and simply be able to move around large numbers without restraint
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Tax Relief Act: Details Coming into FocusWe have all heard a great deal about the tax relief bill that was passed through the legislature and signed into law by the president on December 17th.
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New Year Spells Tax ReliefThere was a lot of uncertainty throughout 2010 regarding the estate tax, and due to some legislation that was passed in December it has now been cleared up.
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Educational Gifts Can Provide Simple SolutionWhen the value of your estate exceeds the estate tax exclusion you are going to have to look for tax efficiency strategies.