2021 Estate & Wealth Transfer Planning Insights

3 Essential Estate Planning Strategies not to be Ignored | estate planning cpa | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

3 Essential Estate Planning Strategies not to be Ignored

With most tax planning, there are certain strategies that are generally effective and shouldn’t be ignored. The same holds true for estate…
Is Recording my Will Signing on Video a Good Idea? | estate planning in DC | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Is Recording my Will Signing on Video a Good Idea?

Some people make video recordings of their will signings in an effort to create evidence that they possess the requisite testamentary capacity.…
With a Self-Directed IRA, you Choose your own Investments | cpa in baltimore city | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

With a Self-Directed IRA, you Choose your own Investments

If you’re the type who would rather order ala carte rather than a set entrée, you might prefer a “self-directed” IRA. With this option,…
Keep Family Matters Out of the Public Eye by Avoiding Probate | Baltimore MD CPA | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Keep Family Matters Out of the Public Eye by Avoiding Probate

Although probate can be time consuming and expensive, one of its biggest downsides is that it’s public. Anyone who’s interested can find…
Does your Estate Plan Address your Grandchildren Fairly? | Estate Planning CPAs in Alexandria | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Does your Estate Plan Address your Grandchildren Fairly?

Many people, when planning their estate, simply divide their assets equally among their children. But “equal” may not necessarily mean “fair.”…
Members of the Sandwich Generation are in a Unique Situation | Estate Planning CPA in Alexandria | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Members of the Sandwich Generation are in a Unique Situation

The “sandwich generation” is a large segment of the population. These are people who find themselves caring for both their children and their…

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wcscpas Weyrich Cronin Sorra @wcscpas ·
13 Feb

"New nonprofits must ask the IRS to recognize their tax-exempt status. But should you file Form 1023 or Form 1023-EZ, the easier, less expensive option? Here’s some information to help you decide." https://bit.ly/3PDkHBb

wcscpas Weyrich Cronin Sorra @wcscpas ·
11 Feb

"You may spend years building up your traditional IRA, but there is a time when you must start taking withdrawals. Here are answers to frequently asked questions about required minimum distributions." https://bit.ly/3C4uFbF