Growth is a mandatory part of life. As you age, your life expands and changes. Often these changes come slowly, but sometimes tectonic shifts happen—and it is at these times that your estate plan needs an update. Divorce is an example of one such tectonic shift. When...
While on the campaign trail, then-presidential candidate Joe Biden presented a tax plan that promised to return the federal estate and gift tax exemption to its pre-Tax Cuts and Jobs Act (TCJA) amount of $5.85 million, and to increase capital gains taxes on...
When it comes to estate planning, even the smallest error can cost you. It’s not just your life’s work that is at stake, but your family’s long-term well-being and, in the worst of cases, your family unity. Oversights in your estate plan may not only be costly but can...
When someone passes, any remaining debts of a person’s estate must be paid. In order for a person’s beneficiaries to receive any remaining assets, these debts must be taken care of. This is where the executor of an estate comes into play. So, what does an executor of...
You probably have a lot on your mind as your high school senior prepares to graduate. College applications, campus visits, and trips to a Target for dorm room decor can all be bittersweet for both you and your child. One thing that often gets overlooked in the flurry...
