2023 Estate & Wealth Transfer Planning Insights

Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis” | estate planning cpa in elkton md | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis”

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. How…
When can seniors deduct Medicare premiums on their tax returns? | estate planning cpa in baltimore md | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

When can seniors deduct Medicare premiums on their tax returns?

If you’re age 65 and older and have basic Medicare insurance, you may need to pay additional premiums to get the level of coverage you want.…
If your family owns a vacation home, address it carefully in your estate plan | estate planning cpa in baltimore county md | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

If your family owns a vacation home, address it carefully in your estate plan

For many people, the disposition of a family home is an emotionally charged estate planning issue. And emotions may run even higher with vacation…
Don’t overlook these two essential estate planning strategies | estate planning cpa in baltimore county md | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Don’t overlook these two essential estate planning strategies

When it comes to estate planning, there’s no shortage of techniques and strategies available to reduce your taxable estate and ensure your…
Have you planned for long-term health care expenses? | cpa in alexandria va | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Have you planned for long-term health care expenses?

No matter how diligently you prepare, your estate plan can quickly be derailed if you or a loved one requires long-term home health care or an…
Avoiding challenges to your estate plan | tax accountant in alexandria va | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Avoiding challenges to your estate plan

A primary goal of estate planning is to ensure that your wishes are carried out after you’re gone. So, it’s important to design your estate…

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