This article uses 2017 Estate and Gift Tax Limits. Looking at your bank account, it’s easy to think that gifting money to a child as part of your budget just isn’t feasible. You may have a [...]
You know your kids love you. You know they love the vacation house they’ve enjoyed every summer since childhood. And you’re sure they’ll love the idea of inheriting that home when you pass away. [...]
Estate plans are not intended to be a one-and-done project. They are living documents that should reflect your current situation, needs, and goals. That can only be achieved via regular reviews, [...]