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...
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...
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...