taxes
2024 Gift and Estate Tax Exemption
The Estate and Gift Tax Exemption and Annual Gift Exclusion 1997-2024.
Blog
estate planning
Why Leave Your Children an Inheritance?
If you have the means, would you get more joy out of giving while you are alive?
estate planning
Don't Name Your Living Trust as IRA Beneficiary
Keep It Simple. Name Individuals as Your IRA Beneficiaries.
charitable gifts
7 Ways to Make Charitable Gifts
Giving helps others, reduces your taxes, and as a bonus, lifts your soul.
true estate case
Don't Let Your Uncle Secretly Marry His Estate Planning Attorney
Predatory marriages are on the rise.
estate planning
7 Reasons Why a Living Trust is Better Than a Transfer on Death Deed
Be careful. Transfer on death deeds are not the quick fix some think they are.
estate planning
A Letter to My Dad's Financial Planner
Your clients lean on you for their estate planning. This is a big responsibility, and if it's not done right, the consequences are dire.
estate planning
How to Avoid Probate Without a Living Trust
It may be more difficult and riskier than simply using a living trust.
estate planning
Five of the Biggest Estate Planning Mistakes
Avoid these estate planning mistakes to protect your family and assets.