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Case Study: How Concerned Should You Be about Estate Tax Issues?
If you have significant wealth, you may be exposed to future estate tax burdens that must be acted on before the Tax Cuts and Jobs Act reduces the estate tax exemption in 2026. Developing and [...]
If You Own Any of These Assets, You Need to Watch Their Value
As we begin 2024, it is crucial to review estate planning goals and strategies that may be affected by changes in the federal estate tax exemption law. At the end of 2025, the Tax Cuts [...]
Who Will Care for Your Pet?
If you have a severe illness or accident or pass away, who will you trust to look after your pet? There are many ways to ensure your pet continues to have a loving home. [...]
Ways to Provide Money to Care for Your Beloved Pet
As of 2023, 66 percent of US households own a pet.1 A Forbes Advisor survey of more than 5,000 dog owners found that 41 percent of dog owners spend between $500 and $1,999 a year on [...]
7 Things You Need to Do Now to Protect Your Beloved Pets
Pets sometimes outlive their owners. If you suffer an accident or illness, it could leave your cat, dog, horse, iguana, or any other pet without a caregiver, which, without proper planning, could result in [...]
Your Legacy: How Do You Want to Be Remembered?
When we lose a loved one, we often have memories of special events and occasions, support they provided us, or specific qualities of that person we will never forget. They continue to live on in [...]