May 12, 2020
Estate Planning – Gifts You Can Still Access
Married couples with a net worth of $12 million and up should consider this estate planning technique. As you may know, the 2017 Tax Cuts and Jobs Act (“TCJA”) changed the estate and gift tax regime by increasing the amount of assets an individual may pass to their heirs tax-free (referred to as the “lifetime …
March 24, 2020
COVID-19: Estate and Wealth Transfer Planning Steps to Consider
During this time of uncertainty, we hope you and your loved ones are staying safe health-wise. In the current environment, there are also some financial planning steps you may want to consider. Estate Planning Documents For anyone who does not currently have any estate planning documents, we highly recommend that you contact an estate planning …