5 Reasons Why EVERYONE Can Benefit from an Estate Plan
Question - “Why do I need an estate plan? The government increased the estate tax exemption so none of the inheritance I/we leave will be taxed…right?” Answer: This very valid…
3 Common Gifting Mistakes
Tis the season to be gifting...or so many of the headlines would suggest these days. Gifting can be a very effective estate planning tool, and for some, it accomplishes their…
Estate Planning for New Families
Did you recently have a child, or do you know someone who recently had a child? If so, then it is time for you/them to review their estate plans. One…