Estate planning and the federal estate tax will be coming to the forefront as we approach December 31, 2025. Currently, the exemption...
Estate planning
How to Take Advantage of the Gift Tax Exclusion
Many of us spend much of our lives trying to accumulate wealth. Then, if you’ve been successful in doing that, you reach a point...
It’s Time to Celebrate National Estate Planning Week!
More than half of Americans, an estimated 56%, do not have an estate plan, making estate planning a critically overlooked component...
Estate Planning Today, Helps You Plan for Tomorrow.
Plan for tomorrow, today. That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in...
Permanent Life Insurance is Again a Crucial Part of Wealth Protection
The events of the past several years have made life insurance a key tool for wealth planning once again. The American Taxpayer Relief...
Why You Should Include Digital Assets in Your Will
Estate planning rules have changed several times over the past decade. Examples of changes that may have impacted you include changes...
Why Everyone Needs a Will
This article originally appeared on Forbes.com. Read the original here. “Why do I need a will?” is a question I get asked often by...
The Importance of Having a Will
When we hear a beloved celebrity or public figure has passed, we are saddened. When we learn they died without a will or trust in...