Who Should You Bring to Your Trust and Estate Administration Meetings?
How Your Financial and Estate Planning Team Has Your Back
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 to help you create, manage, and support those plans....Gifts Your Family Will Love but the IRS Won’t Tax
What changes will we see to the tax code in the near future?
At this point it is all speculation but don’t let that prevent you from making tax-free annual exclusion, medical-payment, and educational gifts to or for the benefit of your loved ones.Make Annual Exclusion Gifts
Annual exclusion gifts are transfers of money or property in...When Equal Isn’t Necessarily Fair in Estate Planning
