top of page
Recent Posts
Archive
Tags
Portability? What Does that Mean?
Portability is a confusing concept in estate planning, but can be an effective tool if you have a high value estate. Every individual has...
New Gift Rules Under the Tax Plan
While much political debate is abound, the recently signed Tax Plan doubles the gift and inheritance tax from $5.6 million to $11.2...
What is a Gift and is it Taxed?
Th annual gift exclusion is currently $14,000, but will increase to $15,000 in 2018. Does this mean you'll pay taxes on it if it exceeds...
What to do after a loved one passes
First and foremost, it is ok to grieve. Take time to remember your loved one and comfort your family. Now that you've had time to...
5 Things Every Parent Needs to Know About Wills.
As a new parent, you naturally want to ensure your new baby’s future in every way. For many new parents, infancy is a time for...
Wills, Trusts & Dying Intestate: How They Differ
Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” However, many of us don’t...
How to Pass Wealth to Grandchildren...without the possibility of regret.
Passing wealth to grandchildren...smartly.
bottom of page