Loss Harvesting
It is that time of the year when we start thinking about taxes. "Loss Harvesting" might be something to consider. ...
Estate Tax Rates
When planning your Estate and your transfer of assets, be sure to check estate tax rates versus income tax rates....
Potential Estate Tax Change
Will a $3.5 million potential Estate Tax Exemption affect you? If so, updated planning may be required. Robin A....
Legacy Letter
A helpful and thoughtful way to express your wishes and gratitude for your loved ones is by leaving a letter...
Guardianship
Do you have a minor child or take care of someone with special needs? Naming a guardian for them should...
Do Your Documents Reflect Your Current Thinking?
Do your estate planning documents reflect your current thinking? If they do not, or you are unsure if they do,...
Required Minimum Distributions
Did you know the CARES Act eliminated required minimum distributions in 2020 for an individual retirement plan? #TuesdayTip Zachary Kleiman,...
Reviewing Your Estate Plan
Has there been a marriage, birth, death, or divorce in your family since the last time you updated your estate...
Charitable Contributions Under CARES Act
For those taxpayers that take the standard deduction, the CARES Act created a new incentive that if you donate up...
Socially Distanced Signing
It is still law that two witnesses are required to be physically present at the signing of a Will or...
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