Revocable vs Irrevocable Trusts

By |2022-05-09T11:56:13-04:00May 9th, 2022|Estate Planning, Financial Planning|

My, how things have changed. When I was growing up, if you found out someone had a trust, well, that person must be rich—they must be a millionaire (that’s back when a million dollars was really worth something). Today, though, trusts of all kinds are a common planning tool providing specific benefits to a multitude of situations. But boil it [...]

The Estate Tax Exemption Amount Increases in 2022, BUT…

By |2021-12-06T12:05:02-05:00December 6th, 2021|Estate Planning, Financial Planning|

When the Tax Cuts and Jobs Act of 2017 became law, estate tax exemptions got a substantial boost. The amount each individual could pass on free of federal estate taxes jumped from $5,490,000 in 2017 to $11,180,000 in 2018.  That amount has increased each year since then based on the Consumer Price Index. In 2022, the exemption rises from $11.7 [...]

Does Your Estate Plan Cover Your Bank Accounts?

By |2021-10-21T15:18:17-04:00October 21st, 2021|Estate Planning, Financial Planning|

You just got the final draft of your estate plan. You’ve been thinking about this for a long time—how you want your estate distributed, who you want to take care of, who you want to benefit. As you scan the document, it includes your exact wishes for disposition of all the major assets; stocks and bonds, property, business ownership. But [...]

Estate Planning Review

By |2021-10-11T12:16:35-04:00October 11th, 2021|Estate Planning, Financial Planning|

We’ve been focused on Covid for so long that a lot of things have taken a back seat. We’re still regrouping, trying to find the new normal. Estate planning is one of the things that’s easy to forget in this new normal. Why not? You did the estate planning, you listed your wishes, and you put the document in a [...]

Contact

Firm Brochure (Form ADV – Part II)
Relationship Summary
Privacy Policy
Code of Ethics
Go to Top