As we discussed in several prior Newsletters, the 2017 Tax Act temporarily doubled the exemption from the Estate and Gift Taxes, known as the Basic
When working through the estate planning process, it may be prudent to consider a Revocable Living Trust (RLT), also known as a living trust or
Estate Planning: Protecting Your Interests with a Living Trust Read More »
One question that comes up frequently is whether you need a Revocable Living Trust (RLT) – or Living Trust – if you already have a
If You Have Estate Planning Documentation, Do You Still Need a Living Trust? Read More »
A. Proposed Tax Legislation As you are likely already aware, 2021 was the year of almost massive tax law changes, especially in the estate planning
Estate Planning Related Tax Laws: Where Are We Now? Read More »
If a deceased person has a will, it must go through what is called the probate process. Probate ensures that the wishes of the deceased
How Can My Heirs Avoid Probate When I Die? Read More »
WE ARE HIRING: Full-Time or Part-Time Assistant to the Office Administrator
Job Responsibilities: Provide back-up office reception; Coordinate and schedule client consultations; Onboard new clients including engagement letters…
Administrative Assistant Read More »
Estate planning may feel like an overwhelming task, but it’s an important responsibility. Estate planning isn’t just for the wealthy! Everyone can benefit from a
Five Reasons Why Estate Planning is Important Read More »
When John Chouinard, a client relationship manager, first thought about creating an estate plan, he contacted the corporate attorneys at his employer, a public company
A Simple Estate Plan Leads to a Family of Clients Read More »
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