With the end of the year quickly approaching, now is good time to ensure you make your annual exclusion gifts for the year to reduce your taxable estate. For 2024, an individual can give $18,000 (and a married couple...more
Recent changes implemented by Secure Act 2.0 provide a powerful retirement opportunity.
Starting in 2024, Congress changed the way that 529 accounts work....more
Avoiding probate is often an important goal for many estate planning clients. Probate is the court-supervised process of administering a deceased person’s estate and transferring their property at death pursuant to the terms...more
The COVID-19 pandemic continues to have far-reaching effects which are expected to be felt for months to come, if not longer. The economy has been hit hard and the stock market has seen a dramatic reduction in value. ...more