Feb 292 minMastering the Art of Tax-Free Family GiftingWhen people contemplate estate planning, the focus often shifts to posthumous wealth transfer, aiming to spare loved ones from unexpected...
Mar 30, 20233 minLifetime Gifting & Estate TaxThere are many reasons why estate planning is essential. However, one of the main reasons we call out in that article is the idea of...
Mar 30, 20233 minEstate Planning for MillennialsOne interesting thing that has come out of the pandemic is an increase in estate planning for Millennials. Young people across the...
Mar 30, 20233 minPour-Over Will: 5 Things to KnowA pour-over will is a great legal tool to ensure your assets go to those you love when you pass away. Unfortunately, they aren’t talked...