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Digital Assets

By |April 4th, 2018|Categories: Uncategorized|

What happens to our digital assets upon our death or disability? Is it valuable to us? Do others we trust have access to it? What should we be doing to protect and preserve it for

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2018 Gift Exclusion Update

By |February 14th, 2018|Categories: Uncategorized|

The annual Federal Gift exclusion has been increased for 2018 to $15,000 for an individual and $30,000 for a married couple who split gifts. For lifetime gifts, the amount has now increased to $11,200,000 cumulatively

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What is a durable power of attorney?

By |January 24th, 2018|Categories: Uncategorized|

A durable power of attorney is a potent document that is used in estate planning to assist you your needs and goals. Generally, you, the “principal”, creates the durable power of attorney by appointing an

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New Tax Law

By |January 20th, 2018|Categories: Uncategorized|

The new tax package has something for everyone in it. For our estate planning clients, it doubles the estate tax exemption from $5,490,000 to over $11,000,000 after the adjustment for inflation. Many of our clients

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