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Federal Estate and Gift Tax Updates for 2019

The IRS has published new guidelines relating to estate and gift tax changes for 2019. Starting this year, estates of decedents who die during 2019 have a basic estate tax exemption amount of $11,400,000 (increased from...more

Account Titling and Beneficiary Designations - Coordinating Key Elements of Your Estate Plan

After working to finalize your estate plan, you’ve finally signed the documents and are ready to check this daunting task off of your to-do list. Good work, but there are still a few more items to consider and some additional...more

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