Newsletters
Newsletter 2
National Grandparents Day: Three Things to Consider Before Your Clients Make a Gift to Their Grandchild
Grandparents often love the opportunity to shower their grandchildren with gifts. In most cases, these gifts are given on holidays and birthdays and commonly consist of an item that may have been at the top
Personal Guidance from beyond the Grave
Life can get hectic for parents when the school year starts. Parents often juggle many different responsibilities, which increase with the number of children they have and activities the children participate in. Most parents feel
Important Planning Points to Cover with Parents
Life can get hectic for parents when the school year starts. Parents often juggle many different responsibilities, which increase with the number of children they have and activities the children participate in. Most parents feel
Important Probate Rules You Should Know
When a person dies, what happens next depends on whether the deceased person had any foundational estate planning documents such as a last will and testament (otherwise known as a will) or trust, who the
Important Probate Rules Everyone Should Know
When a person dies, what happens next depends on whether the deceased person had any foundational estate planning documents such as a last will and testament (otherwise known as a will) or trust, who their
Taxes That Can Impact Your Estate Plan
Estate planning involves deciding how to plan for the management of your money, property, and well-being before your death and how to distribute your money and property after your death. A comprehensive estate plan should
Reduce Taxes with Charitable Planning
With the income tax return filing deadline just around the corner, many clients are looking for ways to save on their tax bills. While options for clients to save on last year’s taxes are limited,
Tax Season Is Just around the Corner
For everything there is a season, and it will soon be the season for taxes. Although it always seems to arrive too quickly, you will start to receive important tax documents by January 31. Whether
Inflation Has Hit the Estate Planning World
The rate of inflation has reached a historic high, but it has also created estate planning opportunities that some of your clients may not have anticipated. Both the annual gift tax exclusion and the lifetime
IRS Extends Late Portability Election
The IRS recently issued a new procedure (Revenue Procedure 2022-32) that extends the time an estate has to elect portability to five years after the decedent’s date of death. Since portability is probably not top
IRS Extends Late Portability Election
The IRS recently issued a new procedure (Revenue Procedure 2022-32) which extends the time an estate has to elect portability to five years after the decedent’s date of death. Since portability is probably not top
Is Your Estate Plan a Trick or Treat for Your Loved Ones?
What Happens if Your Account and Property Ownership Do Not Match Your Estate Plan? Have you been lulled into a false sense of security because you have “done” your estate plan? Unfortunately, one of the