The upcoming federal elections are a reminder that estate plans should be reviewed frequently to make sure the plan carries out your wishes in a tax-efficient manner. You may want to revise your plan depending upon the...more
9/16/2020
/ Estate Planning ,
Estate Tax ,
Gift Tax ,
Income Taxes ,
Inheritance Tax ,
IRS ,
Presidential Elections ,
SLAT ,
Tax Cuts and Jobs Act ,
Tax Planning ,
Tax Rates
With all the changes in the new tax laws, some people may be hesitant to move forward with an estate plan. It is important, however, to keep in mind that most clients will not be subject to the federal estate tax and...more
3/27/2018
/ Advance Health Care Directive ,
Business Succession ,
Buy-Sell Agreements ,
Cohabitation ,
Custodians ,
Estate Planning ,
Estate Tax ,
Inheritance Tax ,
Intestate Succession ,
Millennials ,
Minor Children ,
Power of Attorney ,
Small Business ,
Wills