2021 Estate & Wealth Transfer Planning Insights

Make Health Care Decisions While You’re Healthy | Tax Accountants in Washington DC | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Make Health Care Decisions While You’re Healthy

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This…
Are you a Nonworking Spouse? You Could Still Contribute to an IRA | Business Consulting Services | Weyrich, Cronin & Sorra

Tax Prep, Planning & Strategy

Are you a Nonworking Spouse? You Could Still Contribute to an IRA

Married couples may not be able to save as much as they need for retirement when one spouse doesn’t work outside the home — perhaps so that…
Beware of the “Reciprocal Trust” Doctrine | CPA in Harford County | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Beware of the “Reciprocal Trust” Doctrine

If you and your spouse have similar irrevocable trusts that benefit each other, it’s important to know that the trusts might be subject to…
Creating an Education Legacy using a Family Education Trust | Bookkeepers in Washington DC | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Creating an Education Legacy using a Family Education Trust

For many people, an important goal of estate planning is to leave a legacy for their children, grandchildren and future generations. And what…
Transferring your Vacation Home: Keep it All in the Family | Accountant in Baltimore City | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Transferring your Vacation Home: Keep it All in the Family

If your family owns a vacation home, you know what a relaxing refuge it can be. This is especially true these days due to the limited travel…
Dissecting the Contents of a Will | CPAs in Baltimore County | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Dissecting the Contents of a Will

For many people, the first thing they think of when they hear the words “estate plan” is a will. And for good reason, as it’s the cornerstone…

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