by letpa | Feb 14, 2024 | News
Valentine’s Day is a perfect opportunity to practice self-love and self-care. But remember, while this particular day puts love top-of-mind, self-love is an ongoing practice, and it’s important to prioritize your well-being not just on Valentine’s...
by letpa | 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...
by letpa | 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...
by letpa | Jan 18, 2024 | eNewsletter Articles, News
The Countdown Begins: Will We Keep the $10 Million Exemption? The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation. The Tax Cuts and Jobs Act (TCJA) in 2017 significantly increased the federal estate tax...
by Sarah McCormick | Sep 24, 2021 | News
Comprehensive estate and financial plans are not just for the wealthy. Anyone who cares for a person or cause and who wants to provide for the person or cause after they die can benefit from such plans. Along with comprehensive estate and financial plans comes a team...
by Sarah McCormick | May 19, 2021 | News
We thank you, teachers, for your time and dedication to teaching the future generation. You provide the foundational knowledge necessary to ensure the success of tomorrow’s leaders. We are here to make sure you have the foundational estate planning documents to ensure...
