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…
Does jointly-held property avoid probate?
I cannot tell you the number of times I have heard from someone that they were told by [insert name] that if they put their spouse or child on the…