Estate Planning Updates After the Holidays

The end of the year is an ideal time to re-evaluate your estate planning designations.    Here are a few reasons why…     Addressing Life Changes from 2020 This is the perfect time to reflect on how much your life has changed in the… Read more

2020 Annual Exclusion Gifts | Why You Should Give Before Year-End

The end of the year presents the perfect time to reflect on how your life has changed in the last 12 months and plan for the future accordingly. This is just as true for your wealth as it is for any other aspect of your… Read more

Intra-Family Loans: Transferring Non-Taxable Wealth Between Generations

Author: Stacy Hanley   Transferring large amounts of wealth to your heirs through your estate is not as simple as handing them a piggy bank. There are many factors at play that you should consider, one of which being whether the money is taxable or… Read more

Should I Discuss My Estate Plan with My Heirs?

Author: Stacy Hanley   As we all know, one of the main objectives of estate planning is to give you the ability to decide how and when your assets will be divided upon your death. This preparation gives you security in knowing your remaining wealth… Read more