Planning for Our Beloved Pets When We Die How do we make sure our beloved animals are taken care? In…
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Estate Planning
Increased Estate Tax Exemptions
Changes to lifetime tax-exemption totals The lifetime exemption for federal estate, gift and generation-skipping transfer (GST) tax has increased for…
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Reviewing Your Estate Plan
Some people don’t want to create or update their estate plan – it is unpleasant to think about death. But…
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Famous People Who Didn’t Plan Properly
It’s almost impossible to overstate the importance of taking the time to plan your estate. Nevertheless, many haven’t done so,…
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Gift and Estate Taxes After Reform
Gifting Maximums Increased Many of our clients had been gifting (or receiving) the maximum $14,000 annual tax-free amount for years….
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Planning for Remarriage
If you are thinking of marrying again… For those courageous enough to remarry, there are many financial questions to answer…
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