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Author: alanpecora

  • December 29, 2025

    Revocable vs. Irrevocable Trusts: What’s the Difference?

    Revocable vs. Irrevocable Trusts: What’s the Difference?

    By Alan Pecora|Categories: Video, Private Clients & Individuals, Tax|0.3 min read|
  • October 2, 2025

    Using POD and TOD Accounts in Your Estate Plan

    Using POD and TOD Accounts in Your Estate Plan

    By Alan Pecora|Categories: Video, Private Clients & Individuals, Tax|0.3 min read|
  • qualified disclaimer inheritance

    May 27, 2025

    When saying “no” to an inheritance might make sense

    When saying “no” to an inheritance might make sense

    By Alan Pecora|Categories: Article, Private Clients & Individuals, Tax|8.1 min read|
  • Family Loans and Gifts: Avoiding a Tac Headache

    April 3, 2025

    Family Loans and Gifts: Avoiding a Tax Headache

    Family Loans and Gifts: Avoiding a Tax Headache

    By Alan Pecora|Categories: Video, Private Clients & Individuals, Tax|0.3 min read|
  • state inheritance taxes and estate taxes what you need to know

    July 27, 2022

    State inheritance taxes and estate taxes: what you need to know

    State inheritance taxes and estate taxes: what you need to know

    By Alan Pecora|Categories: Article, Private Clients & Individuals|3.3 min read|
  • June 27, 2022

    Tax credits for education

    Tax credits for education

    By Alan Pecora|Categories: Article, Private Clients & Individuals, Tax|7.8 min read|
  • May 13, 2022

    Five techniques to avoid probate with estate planning

    Five techniques to avoid probate with estate planning

    By Alan Pecora|Categories: Article, Private Clients & Individuals|3.9 min read|
  • March 29, 2022

    How a Spendthrift Trust Helps Protect Assets

    How a Spendthrift Trust Helps Protect Assets

    By Alan Pecora|Categories: Article, Private Clients & Individuals|4 min read|
  • now is a great time to revisit your will, fountain pen with last will and testament

    August 28, 2018

    Now is a Great Time to Revisit Your Will

    Now is a Great Time to Revisit Your Will

    By Alan Pecora|Categories: Article, Private Clients & Individuals|1.8 min read|
  • Estate Planning Tip

    October 20, 2015

    Estate Planning Tip: Taxable on Death Accounts

    Estate Planning Tip: Taxable on Death Accounts

    By Alan Pecora|Categories: Article, Private Clients & Individuals|0.6 min read|
12Next

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“Insero" is the brand name under which Insero & Co. CPAs, LLP and Insero Advisors, LLC and its subsidiary entities provide professional services. Insero & Co. CPAs, LLP and Insero Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Insero & Co. CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Insero Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Insero Advisors, LLC and its subsidiary entities are not licensed CPA firms.

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