November 12, 2021
The pending changes to estate tax and gift taxes are on the table right now. Starting January 1, 2022, your grantor trust and tax-free gift limitations may be changing. Right…
November 2, 2021
Grantor trusts are a widely used strategy in estate planning. This strategy includes transferring your assets to a trust so that all of your assets and finances do not go…
October 26, 2021
Today we are continuing our discussion about estate planning, focusing on this article and the topics of Advance Healthcare Directive and Beneficiary Selection. Many families don’t understand the importance of…
October 14, 2021
In our previous article about estate planning, we looked at an overview of the most critical elements everyone needs to include in their estate plan. Today, we are breaking it…
September 27, 2021
Estate planning isn’t only for the wealthy – preparing an estate plan is an essential step for people at all income levels. Anything that you own is part of your…
September 20, 2021
It doesn’t matter if your small business is just starting out or if it’s been around for years – you always need to think about the future. Business succession planning…
August 26, 2021
Proposed legislation in Washington DC means the federal tax climate is likely to change sooner rather than later, but that’s not the only reason you should be thinking about your…
August 24, 2021
Small businesses are the backbone of the American economy, responsible for more than 44 percent of the country’s economic activity and two-thirds of all new jobs. Starting and growing a…
July 26, 2021
Here are Your Next Steps If the COVID-19 Pandemic and ensuing shutdowns taught us anything, it’s that life and our plans can change fast. In 2020, some of us learned,…
June 25, 2021
When we think about Estate Planning, we usually focus on real estate, such as primary residences, vacation homes, and commercial property and how those assets get handled upon our…