Common Estate Planning Goals and Ways to Achieve Them
- posted: Aug. 30, 2024
- Estate Planning
Estate planning directs how your wealth will be managed and distributed later in life, during any period of incapacitation and after your death. By clearly defining your intentions in legal Read More
Planning for the Federal Estate Tax Exemption Sunset
- posted: Jul. 30, 2024
- Estate Planning
The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant changes to the federal gift and estate tax landscape by doubling the exemption amounts. Currently, the exemption is $13.61 Read More
What Advance Medical Directives Should I Have in Place If I’m Concerned About COVID-19?
- posted: May 07, 2020
- Uncategorized
Though it’s always been true, the COVID-19 pandemic has driven home the point that a debilitating medical condition can strike without warning. Whether you’re fighting the coronavirus or are incapacitated Read More
Understanding How COVID-19 May Have Affected the Value of Your Estate
- posted: Apr. 23, 2020
- Uncategorized
The economic and personal upheaval triggered by the COVID-19 outbreak is likely to warrant a review of your estate plan, no matter how thorough you think it is. As Americans Read More
