November 1, 2024Asset Protection, Estate Planning, Financial Planning, Probate, Trusts Protecting Your Assets: Understanding Irrevocable Trusts When it comes to securing assets, irrevocable trusts can be a powerful tool for seniors. Unlike revocable trusts, an irrevocable...
November 12, 2019Estate Planning IRS ANNOUNCEMENT: Estate and Gift Tax Limits For 2020 IRS ANNOUNCEMENT: Estates of decedents who die during 2020 have a basic exclusion amount of $11.58 million, up from a...
December 4, 2018Estate Planning How often should you review your estate plan? As we get ready to turn the page from 2018 to 2019, it is not a bad time to focus on...
October 24, 2018Estate Plan, Estate Planning Some Common Estate Planning Mistakes to Avoid Creating an estate plan can seem to many like an unpleasant chore. Reminders of a person's mortality are rarely enjoyable,...