Feb 9, 2024 | eNewsletter Articles
In addition to being considered the month of love, February is International Networking Month. In today’s world, developing new relationships with people is truly important. Our social and professional interactions contribute to our overall health and mental...
Feb 9, 2024 | eNewsletter Articles
Valentine’s Day is approaching, when many people express just how much their loved ones mean to them by giving gifts and cards. But this year, you could try something different to show your love: think about your estate plan and how you can protect and provide for...
Feb 9, 2024 | eNewsletter Articles
As your trusted estate planning attorney, if we do not have an immediate answer or solution for you, we can often get one by contacting another attorney or advisor who works in an area that falls outside of our expertise—a vetted professional that we have developed...
Jan 19, 2024 | eNewsletter Articles, News
As we begin 2024, it is crucial to review estate planning goals and strategies that may be affected by changes in the federal estate tax exemption law. At the end of 2025, the Tax Cuts and Jobs Act (TCJA) the estate tax exemption, which is $10 million, adjusted for...
Jan 19, 2024 | eNewsletter Articles, News
If you have significant wealth, you may be exposed to future estate tax issues and burdens that must be acted on before the Tax Cuts and Jobs Act reduces the estate tax exemption in 2026. Developing and implementing the right estate planning and tax strategies takes...
