
New Gifting Rules for 2022
At the end of 2021, the Internal Revenue Service (IRS) issued Rev. Proc. 2021-45 which provides inflation adjustments for sixty-two sections of the Internal Revenue Code..
Continue ReadingAt the end of 2021, the Internal Revenue Service (IRS) issued Rev. Proc. 2021-45 which provides inflation adjustments for sixty-two sections of the Internal Revenue Code..
Continue ReadingDid you know that roughly 60% of Americans don’t have a will? The top reason why so many adults don’t have estate plans is that they..
Continue ReadingNobody likes to think about what happens after they die. When it comes to planning, we love to devote hours to planning vacations, researching big purchases,..
Continue ReadingIf you’re interested in learning more about the benefits of setting up a trust, but you’re concerned about how long that will take, this is a..
Continue ReadingIn some of our previous blog posts, we’ve discussed the importance of having an estate plan, but some people still wonder if they need to worry..
Continue ReadingIf you don’t know much about estate planning, it’s still likely that you’ve heard the word probate, and that probate is something you absolutely want to..
Continue ReadingSeveral years ago, we were speaking with a client who mentioned she had a 29-year-old brother who had passed the year before. He owned a home,..
Continue ReadingMany people understand the importance of estate planning to protect their assets, but with the proper planning, you can also make sure your medical care is..
Continue ReadingIt’s never too early to start planning your estate. If this isn’t something that you or your family has experience in, the first thing you should..
Continue ReadingIf you plan on establishing a trust, you’re going to need to name a trustee. If you decide to establish a revocable living trust, chances are,..
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