Warning – Pending Proposals in Congress May Thwart Your Estate Plan
You may be aware that proposals have been introduced in Congress that will drastically change the estate and gift tax rules.
Watch That Life Insurance Policy
A life insurance policy is a valuable asset. Life insurance serves many purposes. Life insurance proceeds can protect your family upon death and make sure that your spouse and children are taken care of
Now is the Time to Make Gifts — and I Really Mean NOW!!!!!
It has long been a maxim in estate planning that it is worthwhile to make gifts.
Has COVID-19 (Unfortunately) Made This a Good Time for Estate Planning?
Many families and businesses have been devastated by physical and financial losses as a result of the coronavirus pandemic
Completing Your Estate Plan During COVID-19
Estate Planning may not be top of mind during a pandemic, but this critical protection is especially important