Because so many things can change with time, we recommend that our clients review their estate plans every three to five years and update plans as needed. These periodic reviews help to ensure that your affairs are in order,...more
3/20/2024
/ Documentation ,
Estate Planning ,
Estate Tax ,
Fiduciary ,
Life Insurance ,
Power of Attorney ,
Probate ,
Revocable Trusts ,
Transfer on Death Deed (TOD) ,
Trustees ,
Trusts
By most accounts, 2022 has been a tumultuous year from a planning perspective: the uncertainty of the midterm elections, stock market volatility, rising interest rates and the highest level of inflation in recent history have...more
12/6/2022
/ AFR ,
Charitable Remainder Trust ,
Estate Planning ,
Estate Tax ,
Gift Tax ,
Grantor Retained Annuity Trusts (GRATs) ,
IRS ,
Qualified Personal Residence Trust ,
Tax Cuts and Jobs Act ,
Tax Planning ,
Transfer Taxes