Article
March 30, 2023
Article
March 2, 2023
Have you recently reviewed your life insurance needs?
Once upon a time, life insurance played a much larger part in an estate plan than it does now. Why? Families would MoreArticle
February 23, 2023
To file or not to file a gift tax return, that is the question
If you made gifts last year you may be wondering if you need to file a gift tax return. The short answer: There are MoreArticle
January 26, 2023
Business owners: Now’s the time to revisit buy-sell agreements
If you own an interest in a closely held business, a buy-sell agreement should be a critical component of your MoreArticle
November 3, 2022
Estate planning vocab 101: Executor and trustee
Among the many decisions you’ll have to make as your estate plan is being drafted is who you will appoint as the MoreBlog
September 22, 2022
Deducting a trust’s charitable donations
If you’re charitably inclined, it may be desirable to donate assets held in a trust. Why? Perhaps you’re not ready MoreBlog
August 4, 2022
You shouldn’t amend a will yourself
Let’s assume you have a legally valid will but you’ve decided that it should be revised because of a change in your MoreBlog
July 14, 2022
Estates now have an additional three years to file for a portability election
Portability allows a surviving spouse to apply a deceased spouse’s unused federal gift and estate tax exemption MoreBlog
June 16, 2022
