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 our family? As our use of on-line resources and their value to us increase, it becomes even more important to
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 per person and $22,400,000 for married couples. These same amounts apply to transfers at death but the surviving spouse does
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