In the past decade there have been two changes to the Federal Estate Tax law that have had a positive impact on reducing estate settlement costs. One is the increase of the federal applicable exclusion amount, which is the amount that...Read More
What’s on our mind? Whether it’s industry trends or tips for planning your financial future, you can learn more on our blog. So keep checking in. We’re glad to have you reading along.
Not long ago, before the 2018 Federal Estate Tax law change, that many of us put into place wills that funded credit shelter trusts up to the applicable federal exclusion amount. Credit shelter trusts are commonly used to shelter...Read More
Another school year is coming to a close and your kids (or grandchildren) are looking forward to their summertime fun. The primary and secondary school years seem to pass by quickly. So, there is no better time than now to assess what...Read More
Those of us who provide life insurance and financial advice to our clients understand the importance of planning for the death-time transfer of wealth. I work closely with estate planning attorneys and tax professionals to make sure my...Read More
Many of my clients need help making plans to transfer their businesses one day. Whether they intend to sell to a third party at retirement, or want their family members to take over in the event of death, written plans are a key part...Read More