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Review Your Estate Planning Documents!

How Outdated Beneficiary Designations and Property Titling Affect Income Taxes and Other Unintended Consequences When it comes to estate planning, many people focus on creating wills or trusts to ensure their wishes are carried out according to plan. However, an equally important yet often overlooked aspect is managing the…

January 27, 2025

How to Plan Ahead for the 2026 Estate Tax Changes

The current federal estate and gift tax exemption is $12.92 million per person and $25.84 million per married couple for 2023. This means that you can transfer this amount of wealth to your heirs or beneficiaries without paying any federal estate or gift tax. However, this generous exemption is set…

December 8, 2023