Happy New Year – 2021!  Now, Let’s Discuss Taxes!

Happy New Year – 2021! Now, Let’s Discuss Taxes!

The IRS has increased exemptions for 2021, which could be helpful to you. Specifically, the federal estate tax exemption has increased to $11.7 million (up from $11.58 million in 2020.) This is the amount you can transfer at your death or (as a lifetime credit)...
Happy Holidays & Farewell, 2020!

Happy Holidays & Farewell, 2020!

The holidays have arrived and the new year will be soon upon us. Safe to say, many of us are ready to say goodbye to 2020! As you make your list of plans and goals for 2021, it may be time to put an estate plan in place or revisit your existing plan. We are able to...
Virtual Estate Services

Virtual Estate Services

Life is busy! So many of us have had “estate planning” on our “To Do” list for far longer than we’d like to admit. My estate practice relies on technology, to serve you from the comfort of home, at a time convenient for you. While I...
Execute Documents Online Remotely

Execute Documents Online Remotely

We will soon be able to assist clients in executing their estate planning documents without meeting in person through use of remote online notary (“RON”), which will soon be available by the Indiana Secretary of State. Our team will take steps to have this...
Estate Administration During Coronavirus & Social Distancing

Estate Administration During Coronavirus & Social Distancing

Loss of a loved one is always difficult, but losing a family member at this time of pandemic is made harder by the social distancing and other restrictions being put in place. Funeral homes are limiting who can attend a funeral. At this time, when it may not be...
Estate Planning During Coronavirus & Social Distancing

Estate Planning During Coronavirus & Social Distancing

During this frightening time, we are all reminded of life’s unpredictability and the need for estate planning.  I utilize technology to virtually meet with clients, via videoconference or teleconference.  You can work with us to get your estate plan in place...
Happy New Year – 2020!

Happy New Year – 2020!

Happy New Year! Here’s what the new year brings for estate and gifting taxes. The 2020 tax changes are: The Estate and Gift tax exemption rate is increased (adjusted for inflation) to $11.58 million per individual in 2020.  This is an increase from $11.4...
New Years Resolutions?

New Years Resolutions?

Is an estate planning tune up on your list of New Years Resolutions? If yes, you’re in good company! Check out this fun “punch list” from Above the Law: Estate Planning Resolutions For 2019: How To Be A Grown-Up In The New Year. This is a great list...
Happy New Year – 2021!  Now, Let’s Discuss Taxes!

Happy New Year – 2019 Estate & Gift Tax

Happy New Year! Now, time to talk taxes!  The 2019 tax changes are: The Estate and Gift tax exemption rate is increased (adjusted for inflation) to $11.4 Million per individual in 2019.  This is an increase from $11.18 Million per individual in 2018. Planning...