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...
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 – 2019 Estate & Gift Tax

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...
Estate Planning Under New Tax Law

Estate Planning Under New Tax Law

With the new tax law, and the Federal Estate Tax exemption at more than $11 Million per person, the question arises: Is Estate Planning Now Dead? The answer is without question: No, estate planning is certainly not dead!  Planning is as important as ever.  The change...