The rate of inflation has reached an historic high, but it has also created estate planning opportunities that some of your clients may not have anticipated. Learn more about the tax savings opportunities that are available to your clients. Both the annual gift tax exclusion and the lifetime gift and estate tax exclusion amounts are [...]
The beginning of a new year is when many of us reflect on where we have been and what we would like to accomplish in the future. If you would like to help make the world a better place for future generation, you should consider a relatively new and perhaps unfamiliar planning tool: the purpose [...]
Celebrating National Mentoring Month this January by becoming a mentor to the people in your life who have less life experience, whether they are your children or other loved ones. Learn how you can mentor your loved ones using your estate plan. Mentors can have a huge positive impact on a young person’s life by [...]
