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  • December 1, 2014

You need a complete, up-to-date estate plan now more than ever, regardless of the value of your estate. Because few estates will face a federal tax burden, we can focus on the real issues of estate planning. Failure to have a plan or to have a quality, updated plan likely will lead to dissipation of much of your lifetime’s wealth by forces other than federal taxes. Read More

  • ID
  • November 13, 2014

Giving gifts isn’t as easy as one might think. Watching every gift is the tax man, looking to take a piece of it. Even if your estate isn’t likely to be taxable, taxes still are a concern when making gifts. Read More

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