Jun 22, 20205 minTaking A Look Beyond The COVID-19 Crisis With Estate PlanningFrom our hearts and homes, we hope you and your families are well and managing as best as possible during these unprecedented times....
Feb 11, 20165 minInflation rates for 2016: How will this affect you and your loved ones?The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes,...
Feb 4, 20163 minTennessee and Other States Ending Death TaxIn 2015, there are still 20 U.S. jurisdictions that collect a death tax at the state level: Connecticut, Delaware, District of Columbia,...
Oct 27, 20152 minEstate Planning Boot Camp: Lesson 3 - Funding Trusts: Is There Fuel in the car?A coherent strategy for the transfer of assets is, of course, crucial to the success of any estate plan. But our best-laid plans will...