Plan for Income Taxes as Part of Your Estate Plan Sep 29, 2020As a result of the current estate tax exemption amount ($11.58 million in 2020), many... read more
Why You Should Keep Life Insurance Out of Your Estate Mar 17, 2020If you have a life insurance policy, you probably want to make sure that the life... read more
Make Annual Gift Exclusions Before Year-End…Here’s Why Dec 13, 2016A tried-and-true estate planning strategy is to make tax-free gifts to loved ones during... read more
Tips for Tax-Smart Giving Aug 9, 2016Giving away assets during your life will help reduce the size of your taxable estate,... read more
