Monthly Archives: January 2018

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

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