Have you wondered what the federal landscape of estate tax has looked like over the last twenty years? It is helpful to have an understanding of current law and future changes in the law when planning your estate. Please get in touch with us if you have any questions about…
The United States Supreme Court legalized same-sex marriage in 2015. Prior to the landmark decision in Obergefell v. Hodges, some states were allowed to deny marriage licenses and spousal benefits to same-sex couples. Now, all states are required to issue licenses and recognize legal marriages of all couples. Benefits include…
Your Living Trust contains private information. Instead of making every aspect of the Trust public, you can provide a Certificate of Trust to businesses or people you are dealing with on behalf of the Trust. The Certificate of Trust is a condensed document which is used to verify the important…
The amount of money you can pass to your family through your estate is at an all-time high. But it will go down by at least 50% in 2026. Then big tax bills will be owed by your family. Right now, if you were to die, the government allows $11.7…
What documents have taken on more immediate importance as the pandemic continues? Here is a list of documents to seriously consider dealing with immediately: Advance Health Care Directive — This document names someone to make health care decisions for you. You can describe your preferences for end-of-life care. Last Will…
