Most people are familiar with the basic needs of an estate plan: Will, Revocable Living Trust, Durable Power of Attorney…
With the expected gift tax changes looming on the horizon, many clients are looking at ways to restructure estate plans…
The estate and gift tax exemption amount (currently $12.92 million per individual and $25.84 million for married couples) reverts…
While most people don’t get excited about the idea of estate planning or setting up wills and trusts, it’s an…
It's incredible how much life changes from year to year. The changes may seem small as they happen, but they…
Through proper planning, a gift you choose to leave can be encouraging, inspiring, or even life-changing. There are several ways…