Checking Your Portfolio
As we approach the end of the year, you should check the gains in your portfolio to loss harvest if...
Spousal Trusts
Would a Spousal Life Time Access Trust (SLAT) work for you? Robin A Lloyd Sr., Esq.
Advantageous Exemptions
Have you taken advantage of the current estate and gift tax exemptions? Zachary Kleiman, Esq
Estate Planning, taking care of your pets
During your estate planning, have you considered how and who will take care of your pets if something were to...
Potential Estate Tax Change
Will a $3.5 million potential Estate Tax Exemption affect you? If so, updated planning may be required. Robin A....
Potential Estate Tax by Robin A. Lloyd, Sr.
Will a potential $3.5 million Estate Tax exemption affect you? If so, updated planning maybe required.
Potential Estate Tax Exemption
Will a potential $3.5 million Estate Tax exemption affect you? If so, additional planning maybe required. Robin A. Lloyd,...
Legacy Letter
A helpful and thoughtful way to express your wishes and gratitude for your loved ones is by leaving a letter...
Highest Federal Income Tax Rate
Following the July 21st Tuesday Tip, at its peak, the highest federal income tax rate was 94% in 1944. #TuesdayTip...
Highest Federal Income Tax Rate
Do you know what the highest federal income tax rate was? Be sure to check back next week to see...