Estate taxes, sometimes known as “death taxes”, are done both by the federal government as well as a small number of...
Estate Planning Articles
These estate planning articles will help you find ways to protect your loved ones and your legacy.
Estate Planning with Life in Mind
Estate planning is not just a one-off event where you sit with attorneys and sign what feels like hundreds of pages of...
Post-Election Forecast
The Tax Cuts and Jobs Act of 2017 brought precedent-breaking changes to America that affected both businesses and...
13 Estate Planning Terms You Need to Know
Estate planning—it is an incredibly important tool, not just for the uber wealthy or those thinking about retirement....
“Passing Values Through Generations With Family Legacy Trusts”
We are fans of giving credit where credit is due when we come across something fantastic. Last week Jerimy (owner and...