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The U.S. Government is giving everyone a break on estate taxes…for now. How can you take advantage before the break goes away?

Here is a question that we receive on an almost daily basis from our clients:  “I’ve read in the news that the estate and gift tax exemption is going to be reduced.  How can I take advantage of the current exemptions before they are cut?” Right now the current gift...

Your Vacation Checklist

You’ve packed sunblock and a beach novel. You’ve planned your itinerary and bought plane tickets. But have you ensured that your estate plan is up to date? Don’t leave home without making sure your financial health and the future of your loved ones is provided for....