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Taking A Look Beyond The COVID-19 Crisis With Estate Planning

From our hearts and homes, we hope you and your families are well and managing as best as possible during these unprecedented times....

Inflation 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,...

Tennessee and Other States Ending Death Tax

In 2015, there are still 20 U.S. jurisdictions that collect a death tax at the state level: Connecticut, Delaware, District of Columbia,...

Estate 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...

Estate Planning Boot Camp: Lesson 2 - Understanding the Significance of Trusts

When used properly, trusts can provide significant advantages to even the smallest estate. Given the numerous types of trusts, this...

Estate Planning Boot Camp: Lesson 1

Definition of Estate Planning According to the American Bar Association, Estate Planning is a process by which an individual designs a...

What is hot in Estate Planning right now may surprise you!

Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute...