President Biden has proposed fundamental changes to our estate tax policy that could dramatically increase the taxes paid by your [...]
Dealing with the death of a loved one can be an overwhelming and emotional experience. This probate checklist provides practical advice to help navigate this difficult process, including important steps in the weeks following a death as well as ways to be prepared.
While it can be difficult to broach the topic of estate planning, the holidays are a great time to start the conversation. Make sure you have the appropriate safety measures and documents in order to protect your loved ones. From lady bird deeds to living wills and special needs trusts, we can help you plan for your family’s future.
A primer on the annual gift tax exclusion, how much you can gift before paying taxes, and how the lifetime gift tax exemption affects your estate plan.
It has never been a better time to be the heir of an estate or trust. The economic boom has [...]