Aretha Franklin Died Without A Will or Trust

By |2021-06-22T18:43:44+00:00October 28th, 2019|Charitable Giving, Estate Planning, Probate, Trusts, Wills|

On August 16th of last year, Aretha Franklin, the “Queen of Soul”, passed away from pancreatic cancer at the age [...]

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Giving Big This Season! A Primer on the Gift Tax Exclusion

By |2021-06-22T18:51:15+00:00November 27th, 2018|Estate Planning, Financial, Taxes|

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.

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