Estate Planning

Slicing Your Estate Planning Pi(e)

What? You didn’t know that March 14 (3/14) is National Pi Day? We didn’t either until recently, but now we know this celebratory day was established (you guessed it!) by a physicist (Larry Shaw) to recognize the mathematical constant (𝛑) whose first three digits are 3.14—probably as an excuse to devour lots of pie. National [...]

2023-03-11T18:54:57+00:00Estate Planning|

Sisters, You Need a Plan

In 1987, Congress passed a law recognizing March as Women’s History Month—a time to honor the contributions and achievements of women throughout American history in a variety of fields. Women have played a vital role in building the United States into a strong and prosperous nation. Likewise, women are often the backbones of their own [...]

Do Not Leave Your Minor Children’s Future to Luck

We associate March with St. Patrick’s Day and Irish traditions such as searching for four-leaf clovers, which are thought to bring good luck. One thing that parents should never leave to luck is providing for their minor children. Young parents work hard to create a wonderful life for their children and pass on wealth to [...]

2023-03-11T18:43:44+00:00Estate Planning|

The Deceased Spouse’s Unused Exemption (DSUE) Amount: a Spouse’s Final Gift

Spouses often work together to build wealth for themselves and their children. Congress recognized this by enacting the gift and estate tax portability election  in 2010, and making it permanent in 2012, providing married couples with a relatively simple way to potentially shield much more of their wealth from federal gift and estate taxation. If [...]

Retirement Planning Update

Although we are still in the midst of winter, spring is on its way. It is important to remember upcoming April deadlines for retirement contributions and required minimum distributions (RMDs), but there have also been some recent developments that may impact your retirement planning. IRS Proposed Regulations for Required Minimum Distributions In 2020, the Setting [...]

Spring Break Checklist

After a long, cold winter, many of us — from the young and to the more mature—are ready to make plans for spring break. Here are a few important reminders, whether you plan to travel to take advantage of warmer weather by traveling or enjoy your spring break at home. Tips for Traveling 1. If [...]

2023-02-13T18:45:46+00:00Estate Planning|

Inflation Has Hit the Estate Planning World

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 [...]

2023-01-09T15:30:55+00:00Estate Planning|

Families Embrace the Emotional Nature of Estate Planning

When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone. But while that could feel like a reason to [...]

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