January 8, 2014

The Federal Estate Tax changed significantly in early 2013, and many Americans are still catching up with the changes. Here is a laymen's guide to the federal estate tax and how it affects most Americans: 

 

It doesn't affect most Americans--at all. 

 

Permanent. Starting...

January 2, 2014

One of the most common questions we receive from parents of any age (but especially over 65) is how much the person or couple is able to gift. Clients often make this answer easier by following it up by asking if they are able to gift ten, eleven, twelve, or thirteen t...

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Common Client Questions

August 5, 2016

July 9, 2016

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