We believe it makes good sense to review and update your estate plan and any accompanying documents every three to five years, approximately. Reason being, you just don’t know [...]

No matter how good of a relationship you have with your aging parents, estate planning is a sensitive subject. Approach with care. Here’s some tips for transitioning your loved ones into [...]

Your trust is designed to protect your family and ensure that your financial goals are achieved when you pass away. But those goals can only be achieved if your trust is continually updated to [...]

Update: Now that the 2017 Tax Cuts and Jobs Act has become law, we’ve expanded upon the of Estate and Gift Tax laws for 2018 here. Congress is poised to enact a major tax law overhaul that [...]

This article uses 2024 Estate and Gift Tax Limits. If you are approaching or not too much over the state or federal estate tax limit in total assets, gifting might just be what keeps you within [...]

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, [...]