Estate Planning Considerations for Mothers

Estate Planning Considerations for Mothers

How should a mother provide for her children in her will?  A recent article asks this question, pointing out that many women live alone and need to make decisions on their own, and not with a spouse or partner, regarding their estate planning, finances, and...
New Tax Law

New Tax Law

Happy New Year! We have some big tax changes. Highlights of the new tax law’s impact on your estate planning: Federal Estate Tax: o The federal estate tax exemption amount has doubled. In 2018, each individual has a $11.2 Million exemption amount. This is double...
Tax Updates for 2017

Tax Updates for 2017

Happy New Year!  Tax updates for the new year: The Federal Estate Tax exemption amount has increased to $5.49 million per person.  With portability, this means a married couple can collectively transfer just less than $11 Million ($10.98 Mill to be precise). The...
Happy New Year!

Happy New Year!

With 2016 only a few hours away, here’s a look at changes to the Federal estate and gift tax exemptions for 2016. The Federal Estate Tax Exemption amount will be $5.45 million per individual, an inflation-adjusted increase from $5.43 million in 2015. The annual...
Working with Fantastic People

Working with Fantastic People

I work with great people!  Harrison & Moberly is comprised of a team of talented, smart, and caring individuals.  Most of our staff have been with us for decades.  It’s an incredible place to work. I was reminded of this fact this morning, when I found a...