Have you had a chance to sit down and review each aspect of your estate plan recently? In most cases,…
Have you had a chance to sit down and review each aspect of your estate plan recently? In most cases,…
Do you think your financial situation may change in the next year? If so, now makes for a great time…
Every estate plan and gifting strategy should include considerations of tax implications for your heirs and also for your estate,…
High net worth married couples who may owe federal estate taxes when the second spouse passes away, could tap into…
Heading into the second quarter of 2021, you may have more questions than you do assurances. A new presidential administration…
If you suspect, like some do, that public policy will alter the limits on gift and estate taxes, then it…
It is a common question for many people just starting the asset protection planning or estate planning process in California:…
Families today face increasingly complex dynamics, meaning that you might need to bring some of this complexity over into your…
In 2021, the federal estate tax exemption is $11.58 million. This means that the vast majority of American families won’t…
According to recent news from the IRS, taxpayers will be able to benefit from higher thresholds for US gift and…
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