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Category: Estate Planning

As part of the sweeping tax reforms enacted in December 2017, there was a significant increase in the gift and estate tax lifetime and at death exclusions. Under these changes, a married couple who has not previously made any taxable gifts can now leave almost $ 22.4 million to their heirs wi Read More

When it comes to succession planning, business owners face a ton of difficult questions. Planning for your succession means making the right decisions for your future, your family’s future and the future success of your business. According to a recent national survey, 25% of family business Read More

Estate Planning

For everyone, whatever your income bracket, putting plans in place regarding the disposition of your estate and assets simply makes good sense. But there are factors to consider beyond a basic will. Federal tax regulations affecting estates, for example, are in constant flux. Ensuring your wi Read More

estate planning

Why Plan Your Estate? The knowledge that we will eventually die is one of the things that seems to distinguish humans from other living beings. At the same time, no one likes to dwell on the prospect of his or her own death. But if you postpone planning for your demise until it is too &hellip Read More

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