Life insurance policies are emerging as important estate planning tools, which is especially important with so much tax uncertainty for the future. While the status quo is likely for now, we can’t say the same for the rest of 2021 or 2022, with talk about lowering federal estate tax exemptions, the elimination of basis step-up …

Why Life Insurance Could Be Vital to Your Estate Planning Strategy Read More »

Changes in life are inevitable. A birth, death, marriage, divorce, move, property purchase or sale, change in laws and regulations, or the simple fact that our families age are the types of life events that can affect us in the present as well as impact our plans for the future. When is the last time …

Time to Dust Off Your Trust: If Your Estate Plan is More Than Three Years Old, It’s Probably Outdated Read More »