31st May 2018

> Every legal adult should ensure that his or her wishes are clearly stated in proper estate planning documents.   > Safety nets available to married individuals with children are not as reliable for single individuals.   > Failing to … more

1st Apr 2018

POWER POINTS > In an effective estate plan, both federal and state estate taxes must be considered. > Flexibility is essential to allow the trustee to maximize the available exemptions or defer estate tax liability for as long as possible. … more

1st Jan 2018

POWER POINTS > The Tax Cuts and Jobs Act increases the estate and gift tax exemption to $11.2 million per person in 2018. > Estate plans that are outdated or fail to consider the estate tax at the state level … more

1st Dec 2017

POWER POINTS > The end of the year presents a great opportunity to review your estate plan, your newly acquired assets and the funding of your Trust. > An unfunded Trust fails to take advantage of one of the greatest … more