Ronald Adams – Hoopes, Adams & Alexander PLC

Has Your Estate Plan Aged as Gracefully as You?

If more than a few years have passed since you created your will or trust, changes in circumstances might dictate a change in plan…more

| Education, Finance & Banking, Wills, Trusts, & Estate Planning

IRS Releases "Dirty Dozen" Tax Scams for 2013

Some of this year's top scams are directed at innocent taxpayers, while others are committed by taxpayers in a futile and costly attempt to avoid taxes. For each of the last several years, the Internal Revenue Service has…more

| Finance & Banking, Taxation, Wills, Trusts, & Estate Planning

Should You Consider Downsizing Before Retirement?

That's not a simple question to answer, as you balance the benefits of a lower cost of living with the realities of a soft real estate market and the emotional aspects of selling the family home …more

| Business Organizations, Finance & Banking, Real Estate - Residential,...

“Fiscal Cliff” Tax Bill: The Highlights

While the new law is projected to raise taxes by about $600 billion in the next 10 years, it offers some comfort for many taxpayers who may have been preparing for the worst …more

| Business Organizations, Family Law, Taxation, Wills, Trusts, & Estate...

Choosing a Successor Trustee

The basic qualities of a good successor trustee are integrity, good judgment and objectivity When you create a Revocable Living Trust, you should choose someone trustworthy to assume the role of a “successor trustee,” the…more

| Family Law, Wills, Trusts, & Estate Planning

Now or Never? Take Advantage of Gift Tax Exemption Limits

Don't let Taxmageddon deprive you and your beneficiaries of valuable tax saving opportunities Unless Congress acts, at the end of 2012 a number of taxpayer-friendly provisions will expire, resulting in sharp increases in the…more

| Family Law, Wills, Trusts, & Estate Planning

Crowdfunding: Weighing the Opportunities, Risks

On April 5, 2012, President Obama signed into law the "JOBS Act." The acronym (for “Jumpstarting Our Business Startups”) is a little misleading, as the Act has less to do with jobs, per se, than with easing regulatory…more

| Taxation, Wills, Trusts, & Estate Planning

Estate Planning for Grandparents

The tax laws provide many opportunities for grandparents to provide for their grandkids' financial, educational and other needs. If you have grandchildren, or anticipate their arrival, providing for their future security may be…more

| Education, Family Law, Wills, Trusts, & Estate Planning

Divorce: The Importance of Cleaning Up Key Documents

After completing a painful process like a divorce, the last thing most people want to do is sit down with lawyers and financial professionals to review their financial planning. Unfortunately, the need for this type of action…more

| Family Law, Taxation, Wills, Trusts, & Estate Planning

Important Tax Provisions Expire This Year

In a January 2011 article we addressed the changes to the gift and estate tax provisions contained in the Tax Relief Act. In this article, we cover some of the new law’s personal income tax planning opportunities…more

| Business Organizations, Education, Taxation, Wills, Trusts, & Estate...

Girl with the Dragon Tattoo” Author Died with an Invalid Will

Unless you don’t watch TV or use the Internet, you have probably heard of the popular movie and book, “The Girl with the Dragon Tattoo,” written by a Swedish investigative journalist, Stieg Larsson - This is an interesting…more

| Education, Family Law, Wills, Trusts, & Estate Planning

The 2010 Tax Relief Act and How it Affects 2012

In a January 2011 article we addressed the changes to the gift and estate tax provisions contained in the 2010 Tax Relief Act. Everything may change at the end of 2012 so it is more important than ever to take a look at…more

| Business Organizations, Education, Family Law, Taxation, Wills, Trusts,...

Happy Holidays from Ron Adams

As families gather to celebrate, reconnect and enjoy each other’s company, it’s more important than ever to talk about the things that are most important to you – family, values and a legacy that will last - these truly are…more

| Education, Family Law

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