Estate Planning isn’t just about “later” - It’s not just an Emergency Plan for your Loved Ones after your death. What about “NOW”? What provisions and instructions and protections have you included in the event
By Bob Holland|2018-03-08T14:08:17+00:00March 8th, 2018|Categories: Uncategorized|Comments Off on Estate Planning – thinking about long term care and Medicaid
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
By Denis Shelley|2020-06-17T02:39:59+00:00February 14th, 2018|Categories: Uncategorized|Comments Off on 2018 Gift Exclusion Update
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
By Ed Dimayuga|2018-01-24T19:25:46+00:00January 24th, 2018|Categories: Uncategorized|Comments Off on What is a durable power of attorney?
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