Monthly Archives: January 2018

What is a durable power of attorney?

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 “agent” (also called an “attorney-in-fact”) that has the authority to make legal decisions. It is incredibly important to pick an

By |2018-01-24T19:25:46+00:00January 24th, 2018|Uncategorized|Comments Off on What is a durable power of attorney?

New Tax Law

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 did not have a concern about estate taxes before. This change helps even more of our clients transition their wealth

By |2020-06-17T02:39:59+00:00January 20th, 2018|Uncategorized|Comments Off on New Tax Law
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