Most Recent Posts
Execute Documents Online Remotely
Lisa Adler|Mar 28, 2020
We will soon be able to assist clients in executing their estate planning documents without meeting in person through...
Estate Administration During Coronavirus & Social Distancing
Lisa Adler|Mar 24, 2020
Loss of a loved one is always difficult, but losing a family member at this time of pandemic is made harder by the...
Estate Planning During Coronavirus & Social Distancing
Lisa Adler|Mar 22, 2020
During this frightening time, we are all reminded of life's unpredictability and the need for estate planning. I...
Happy New Year – 2020!
Lisa Adler|Jan 1, 2020
Happy New Year! Here's what the new year brings for estate and gifting taxes. The 2020 tax changes are: The Estate and...
Estate Planning
Lisa AdlerJan 1, 2021
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...
New Years Resolutions?
Lisa AdlerJan 20, 2019
Estate Planning Considerations for Mothers
Lisa AdlerMay 17, 2018
Estate Administration
Estate Planning Considerations for Mothers
Lisa AdlerMay 17, 2018
Inheritance Tax in Indiana
Lisa AdlerApr 16, 2018
Trust Adiministration
Estate Planning Considerations for Mothers
Lisa AdlerMay 17, 2018
Estate Planning Under New Tax Law
Lisa AdlerMay 11, 2018
Inheritance Tax in Indiana
Lisa AdlerApr 16, 2018